Where “Small” Businesses

Find a Permanent Home

What We Do

1) Purchase

We invest in closely-held companies that care what happens next, generally buying 80-100% of the business. We keep it simple, transparent, and at a fair price. We are fully funded with family office capital and do not rely on external financing sources (SBA debt, ect.)

2) Transition

Together, we’ll craft a plan the empowers you to step away from day-to-day management and embark on your next adventure. We are experts at building trust among employees, customers, and vendors.

3) Grow

Once we have completed 1 & 2, now it’s time for us to roll up our sleeves. As your trusted partner, we will invest in your people and processes to bring the company to new heights. We want to build something you will be proud of.

We invest in companies headquartered in South & Central Florida

Criteria

Financial Characteristics

$5-20 million in revenue / $1-3 million in EBITDA

Recurring or repeat revenue streams

5+ years of operating history

Company Characteristics

Identifiable competitive advantage

Strong reputation with diverse customer base

Loyal and dedicated employee base

Industry Characteristics

Fragmented and underpenetrated

Limited cyclicality and recession resistant

Provider of essential services

Sectors of Interest (Primarily B2B)

Home services, business services, software services, tech-enabled services, healthcare services, e-commerce, education, financial services, manufacturing and industrial

Our Advantage

We are a fully-committed, local buyer and operator of small businesses. We are not a private equity firm or strategic buyer.

We share a passion for building long-lasting businesses, seeking not only financial returns but also to make a difference and preserve legacies.

Our Team

We move fast with a flexible and seller-focused process, completed in as little as 3 months

While every deal and diligence process is different, here is a general timeline of the process from start to close. What’s not shown below is that we are having conversations throughout each of these steps. We’re building a relationship and the deal together.

Our Process

Lets have a conversation

We know selling you business can be a huge next step.

All conversations will be kept confidential.