WHAT WE ACQUIRE
We acquire what we'd be proud to own.
Profitable, owner-operated businesses and income-producing real estate. We use creative deal structures including seller financing, SBA, CDFI, and co-investment to close deals that work for everyone.
— OPERATING BUSINESS CRITERIA
REVENUE
$1M – $10M annually
EBITDA / SDE
$250K – $2M
LOCATION
United States
INDUSTRY
Industry agnostic (see focus areas)
TEAM
Established employees or contractors
OWNER ROLE
Flexible — full exit to transition support
— REAL ESTATE CRITERIA
ASSET TYPE
Income-producing commercial & multifamily
DEAL SIZE
$500K – $5M
CASH FLOW
Existing tenants with strong occupancy
LOCATION
Nationwide, with SE/SW preference
FINANCING
Seller financing, SBA, CDFI, co-invest
SYNERGY
Portfolio management integration preferred
— AREAS OF ACTIVE INTEREST
While industry-agnostic, we have particular interest in the following sectors. Every opportunity is evaluated on its own merits.
/ 01
Home & property services
HVAC, plumbing, electrical, roofing, landscaping. Recession-resistant, cash-flow strong.
/ 02
Property management
Recurring revenue, synergistic with our real estate portfolio.
/ 03
Technology-enabled businesses
Managed IT, SaaS, recurring-retainer tech with strong margins.
/ 04
Commercial & multi-family RE
Income-producing assets with existing tenants.
/ 05
Professional & business services
Accounting, HR, and services with recurring relationships.
/ 06
Portfolio support companies
Marketing, bookkeeping, IT, HR firms serving portfolio + outside clients.
/ 07
Health & wellness
Clinics, med spas, fitness — recurring revenue, community-rooted.
/ 08
Niche manufacturing & distribution
Specialty products with loyal customer bases and defensible margins.
— WHAT WE DON'T ACQUIRE
×
Pre-revenue startups or concept-stage businesses
×
Turnarounds requiring emergency capital infusion
×
Businesses with unresolved legal or regulatory issues
×
Franchises with restrictive transfer provisions
×
Single-customer or single-contract dependencies
×
Businesses requiring technology we cannot support
— OUR PROCESS
Four steps. No surprises.
01
Initial conversation
Tell us about your business. We listen first, evaluate second. Confidential from day one.
02
Evaluation & LOI
If there is mutual interest, we move quickly to a letter of intent. No drawn-out courting.
03
Due diligence
Thorough but respectful. We confirm what we discussed and structure a deal that works for both sides.
04
Close & transition
We close, install our accountability framework, and begin the ownership partnership.
Ready to explore a conversation?
We respond personally within 2 business days.