What We Acquire.
We focus on established, profitable businesses with strong customer relationships and capable management. Below is a summary of our typical acquisition parameters.
Our Target Profile
We seek businesses that have stood the test of time — companies with loyal customers, dependable cash flow, and a team that knows how to execute. We are not looking to fix broken businesses. We are looking to steward excellent ones.
Annual Revenue
$2M – $30M
We consider businesses across this range, with flexibility for the right opportunity.
Adjusted EBITDA
$500K – $5M+
We prioritize demonstrated, recurring earnings over projected growth.
Geography
United States
We acquire businesses in all regions of the continental United States.
Business Age
5+ Years in Operation
We prefer businesses with an established track record and customer base.
Ownership Structure
Founder, Family, or Closely Held
We specialize in ownership transitions — retirement, succession, or partnership changes.
Deal Types
Full Acquisitions & Structured Transitions
We are open to full buyouts, management buyouts, and phased transition structures.
Industries of Interest
We are industry-agnostic within the lower middle market, with particular experience in the following sectors:
What Sellers Can Expect.
Initial Conversation
A confidential, no-obligation call to understand the business and the owner's goals. No NDA required at this stage.
Preliminary Review
We review basic financial information and ask focused questions. We move efficiently and respect your time.
Letter of Intent
If there is mutual interest, we issue a clear, straightforward LOI. We do not re-trade our offers.
Due Diligence
A professional, organized process. We work with your advisors and minimize disruption to your operations.
Close & Transition
We close on time and support a smooth transition — honoring commitments to employees, customers, and the business.