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Our Investment Thesis

We acquire enduring, founder-led SMBs where operational excellence compounds long-term value.

Request Confidential Review Fit & Alignment Framework
Typical EBITDA: $2.5M–$30M
Target close: 6–10 weeks
Advisor touchpoints: 2–4 per process
Market Dynamics

Why This Thesis Now

Market and demographic forces are accelerating SMB ownership transitions, while buyers capable of disciplined operational continuity remain scarce.

  • 55%+ of US small-business owners are 55+ (U.S. Bank survey)
  • ~54% lack documented succession plans
  • ~⅔ of family-owned SMBs lack continuity planning
  • Aging ownership driving exits
  • Operational arbitrage in fragmented markets
  • Limited institutional buyers in secondary regions
  • Capital preferring disciplined operations over leverage

What We Buy

Preferred
  • $2.5M–$30M EBITDA
  • Recurring/contracted revenue
  • Low concentration risk
  • Succession readiness
  • Operational stability
Not a Fit
  • Heavy capex turnarounds
  • Venture-dependent growth bets
  • Cyclical/commodity exposure
  • Unmitigated key-man dependency

How We Create Value

Operational continuity and execution discipline—not financial engineering—drive durable value creation.

  • Throughput + utilization optimization
  • Pricing governance + renewals cadence
  • Leadership transition incentives
  • AI-augmented workflows + KPI transparency
  • Weekly operational review rhythm

Deal Structure Principles

Alignment and durability flow through structure—not optimistic projections.

  • Durability-first capital stack
  • Seller rollover + earn-outs
  • Conservative leverage posture
  • Milestone-linked incentives

Diligence & Execution

Standardized, confidential, and milestone-driven diligence designed for efficient closes.

Path
  • Diligence roadmap
  • Selective validations
  • Founder-friendly coordination
  • 6–8 week target
Governance
  • Board + advisory oversight
  • Weekly ops reviews
  • Leadership scorecards
  • Aligned incentives

Proof Tokens

Confidence flows from disciplined patterns—validated through execution, not projection.

Anonymized Deal Stats

Aligned expectations through repeated execution patterns.

EBITDA: $2.5M–$30M
range observed across screens
Close: 6–10 weeks
under disciplined cadence
Advisor Patterns

Repeated advisor engagement reinforcing execution discipline.

Touchpoints: 2–4 per process
structured coordination flow
Renewal uplift: low–mid single digit range
continuity + incentive alignment

Ready to Explore?

If your business aligns with this thesis, let’s talk.

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