B2B company with a large base of repeat customers
Stable EBITDA in the $1M – $3M range
Over 10 years in business with durable earnings
Sustainable barriers to competition`
have cyclical demand
are technology-centric
are overly dependent on a few key suppliers
are overly dependent on a few large customers
rely heavily on the skill of the previous owner
Conducted a
self-funded search
High degree of integrity, humility, and energy
Managing the acquired company full-time
Personally guaranteeing the acquisition loan
Co-investing in
the acquisition
MBA preferred
leading teams
managing a P&L
sales
business operations
establishing a strategic direction
MBA preferred
We have exploratory conversations with hundreds of entrepreneurs to identify those with the greatest potential. Our sourcing includes:
ETA clubs
Our investor network
Targeted social media
ETA-focused platforms
Referrals from vendors
MBA programs
Our broad approach ensures we can cherry-pick only the most attractive opportunities and facilitates our fund’s diversification across both industry and geography.
We thoroughly assess the acquirer’s proficiency, the business’ fundamentals, and the investment’s financial potential for our investors for every deal we consider. Our diligence includes:
Reviewing company records
Financial modeling
Risk review
Interviews
3rd party reports
Legal review
Our objective in due diligence is to remove as much risk from each deal as possible for our fund’s investors.