| Commercial Janitorial, Parking Lot Striping, Power Washing, Hard Floor Restoration/Maintenance (No residential services) | Revenue: $1MM - $5MM annually Industry Focus: Commercial Janitorial Parking Lot Striping Power Washing Hard Floor Restoration/Maintenance (No residential services) Geography: Metro areas or within a 50-mile radius of: Birmingham, AL Little Rock, AR Charlotte, NC Richmond & Roanoke, VA Tulsa, OK Indianapolis, IN Abilene, TX Labor Requirements: Non-union businesses only Transaction Type: Preference for seller-financed notes | $0 | $0 |
| Asset-light businesses across a diverse set of industries. | Our approach focuses on providing flexible capital to businesses at key transition points, including: Replacing legacy stakeholders Supporting growth initiatives Structuring creative liquidity solutions Investment structure: We lend/invest across the capital stack, from senior debt to senior preferred equity Typical investment criteria: Asset-light businesses across various industries $25M+ in revenue (or $10M+ for recurring SaaS) EBITDA of $5M+ (or $1M+ for recurring SaaS) Investment sizes from $10M to $30M Flexible structures, including non-control investments and debt solutions when appropriate Our commitment: More than just a capital provider—we collaborate with management teams and investors to ensure seamless transitions and long-term success | $5,000,000 | $0 |
| Agnostic | Business Type: Cash-flowing businesses Valuation: Less than 3x 1-year SDE SDE Range: $400K+ | $100,000 | $0 |
| Industry Agnostic, Food Production, CPG | Revenue: $4,000,000+ gross revenue Industry Focus: Industry agnostic, Food production Consumer packaged goods (CPG) | $500,000 | $2,000,000 |
| Agnostic | Location: Actively seeking a business in the Dallas-Fort Worth area Focus: Profitable businesses Strong assets Solid track record of loyal customers | $0 | $0 |
| Architecture & Engineering Firms | Specialization: Architecture and Engineering Firms Business Criteria: $5M+ in revenue At least 15 full-time W-2 employees Geography: US-based companies only Ownership: Owner looking to sell 100% of the business | $1,000,000 | $3,000,000 |
| Truck Repair/Mechanic | Entrepreneur and owner of a truck mechanic workshop Interested in expanding my portfolio Acquisition Interest: Looking to learn about and potentially acquire a business in the same or a similar line of business | $0 | $0 |
| SAAS | Acquisition Focus: Bootstrapped, digitally native, cashflow-positive online businesses Examples include: SaaS Agencies Marketplaces YouTube channels Approach: Long-term investment, not for flipping Develop businesses with an owner mentality Focus on holding businesses for the long term Business Criteria: Net earnings between $300K - $2M Preference for B2B sectors Interest in recurring business models | $300,000 | $2,000,000 |
| Consumer and Industrial | Consumer: Food and ingredients, pet products, household goods Industrial: Aerospace & defense, medical devices, automation Size: $15M+ in revenue, $4M+ in EBITDA. Automation and process control solutions for mass transit, utilities, renewable energy, and wastewater | $4,000,000 | $25,000,000 |
| B2B Service Business | Seeking to acquire a B2B service business with recurring revenue Annual SDE: $500K - $600K Open to listings that match this profile Background: Bootstrapped and operated an e-commerce business for 19 years Sold the business in 2022 | $500,000 | $600,000 |
| Business services, healthcare, retail, logistics, software / SaaS, e-commerce, and consumer services/products | Open to businesses with EBITDA ranging from negative to $10M Interested in various sectors: Business services Healthcare Retail Logistics Software / SaaS E-commerce Consumer services/products Focused on US-based companies | $0 | $10,000,000 |
| Commercial Landscaping | Commercial Landscaping Roll-up: Actively looking for deals in the commercial landscape maintenance space Recently acquired nearly 60% of our fund’s EBITDA target in the last 3 months Still have significant acquisition goals to meet Open to reviewing opportunities with positive EBITDA Focused on businesses within a few-hour plane ride of our San Diego, CA platform investment headquarters | $0 | $0 |
| Agnostic | Small services-based business in Houston, with potential for relocation (if office is physical) Annual sales revenue: $200K - $2M with margins >25% Sales price: $100K - $2M Business must be >5 years old with a proven model Ability to run remotely for up to a month, enabling travel Industry growth >5% per year with room for expansion High barriers to entry and a loyal customer base Recession-proof with a solid reputation and few competitors 1–3-person business, with potential for exit in 5-10 years Not a franchise or on the market for longer than six months Provides a valuable service to society, with fair business valuation Potential for revenue growth and possible real estate acquisition | $75,000 | $500,000 |
| Agnostic | Established businesses: 10+ years in business with retiring owners (typically aged 50+) Stable financials: Businesses generating at least $500K in earnings annually Industry agnostic: Open to businesses across various sectors with a few exceptions noted below: Project-based businesses, 100% e-commerce businesses, franchises, construction/excavation/fabrication, and cash heavy businesses Nationwide focus: Seeking U.S.-based companies | $400,000 | $2,000,000 |
| Service Companies | Investing in lower middle market companies on behalf of a group of Texas-based family offices (I am a principal) Focus: Services companies with ~$1.0M - $4.0M in EBITDA Open to discussing any opportunities coming to market Prepared to close quickly, including on CapEx and non-recurring revenue models | $1,000,000 | $4,000,000 |