Transparent Directives. Streamlined Execution.
We eliminate the ambiguity of corporate acquisitions through an explicit investment mandate and an efficient, respectful due diligence process.
Investment Criteria
Financial Profile
Established profitability, sustainable operating margins, and history of clean, consistent cash flows. Historical EBITDA of $300k to $5M (within the last three years).
Market Position
Defensible competitive advantages, loyal customer bases, and operating within fragmented or growing industries.
Company Culture
Stable, collaborative employee foundations with strong middle-management capable of driving operational continuity.
Geography & Sectors
Adaptable business models with structural preferences for business services, distribution, specialized manufacturing, and technology infrastructure.
The Investment Process Timeline
From Introduction to Acquisition
Step 1: Discovery & NDA
1-5 Days
An introductory conversation to align objectives. We execute a non-disclosure agreement immediately to safeguard operational disclosures.
Step 2: Preliminary Review
Weeks 1–2
We review high-level historical performance data and discussions with owners to develop an understanding of the business and determine strategic alignment.
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Step 3: Indicative Offer
Weeks 3–4
We collaborate openly to draft a formal non-binding indicative offer (NBIO) that explicitly details valuation, deal architecture, and timeframes.
Step 4: Diligence & Execution
Weeks 5–10
We conduct a highly focused, non-invasive due diligence process using trusted legal and financial professionals, moving swiftly toward definitive documentation and final settlement.
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