Seeking To Acquire Family or Founder-Owned Businesses in E-Commerce, Service, Healthcare, Wellness, Technology, or Manufacturing in the Southwest

I'm dedicated to partnering with families and founders of successful businesses, prioritizing the preservation and growth of your business's unique essence. Unlike other firms, I approach our partnership with care and respect, aiming to secure a long-term home for your business and foster opportunities for your team's success. Let's work together to build on your achievements and create a lasting legacy

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My Investment Approach

Here’s what’s important to me when I partner with a family or founder:

Build On Success. I believe in preserving and building upon the core of what makes a company special and investing in growth by building upon, rather than tearing down, the foundations that have made your business a proven success.
Take Care of Good People. Partnering with and finding ways to empower and provide opportunity for your trusted employees and team is a fundamental part of my approach. In almost every deal I’ve done, management has had a significant equity stake.
Speed & Certainty of Close. I can move quickly and can close in as little as 45-60 days. I can often sidestep the lengthy and burdensome process of traditional private equity diligence and get the deal done with minimal disruption to your life and your business. I have closed on many transactions that no other buyer could figure out.
Win-Win Thinking. I know that good partnerships are created when both parties are fair and come to the table to work together and create a win-win. I don’t believe in doing business any other way. I won’t do a deal without feeling that it’s fair and equitable to everyone involved.

Who I Want To Partner With

Here’s are the kinds of companies I want to parther with:

Company Size: $1mm to $10mm in revenue and $300K to $2mm in EBITDA
Southwest Based: I am based in West Coast and primarily looking for companies in the US southwest region including: Nevada, Arizona, Colorado, Oregon, and Utah.
Industry Agnostic: focusing primarily around e-commerce, healthcare, wellness, services, manufacturing, and technology businesses.
Strong Asset Base: I prefer businesses with a strong mix of assets on their balance sheet.
Existing Management: strong preference for deals with some existing management depth or management team in place that I can partner with and grow alongside.
Control: I am looking to acquire a minimum of 51% of the company and preferably the entire business.
Recurring Revenue Component: looking for deals that have some form of recurring, predictable, or contractual revenue.
Scalable Growth Opportunities: looking for deals that can scale or have untapped growth potential.
Founder or Family Run: My approach typically resonates the most with a founder or family run company that is looking for the right long-term home for their business.

Let’s Find A Way To Partner

Are you looking to exit, to partner or sell a majority stake in a business?

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