We are an ideal partner for sellers that want to achieve liquidity quickly while ensuring the long-term success of their company. 

What we are looking for

 

Financial

  • $0.5 -$50 Million in Revenue

  • $0.25 -$10 Million EBITDA

  • High Profit Margins >15%

  • History of strong and predictable cash flows

  • Low Cap Ex need

Seller

  • Private owner looking to retire or gain liquidity

  • Wishes to step away from daily management

  • Wishes to see company continue to grow

  • Dedicated Employees

Business

  • Lower Middle Market Companies

  • Construction, Medical, Insurance, Industrial, Manufacturing, and Distribution Businesses

  • Growing customer base

  • Dedicated employees

  • Strong middle management

3 step approach

 

1. INTRODUCTION                                                 2. DILIGENCE                  

  • Discuss Owner Objectives in Person

  • Sign Letter of Intent (LOI)

  • Diligence Period Begins

  • Introductory Call

  • Sign Confidentiality Agreement

  • Basic Review of Financials

 

3. SIGN & CLOSE

  • Finalize Deal Terms

  • Close Deal & Transfer Funds

  • Begin Management Transition