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Approach

Our unique approach and experiences focus on levering our knowhow to build the relationships required for sustainable, long-term growth

Ideal Industry

  • Highly fragmented with history of growth and actionable add-on opportunities

  • Minimal exposure to seasonality or business cycles

  • Not easily susceptible to disruption by Artificial Intelligence

  • Examples: food supply chain businesses, medical practices, medical supply chain businesses, business services, niche manufacturing, value-added distribution/logistics, industrial services

Ideal Business Partner

  • Family owned business seeking succession plan

  • Values-driven company culture

  • Recurring customer base and high retention rate


  • No single customer larger than 20% share

  • Multiple avenues to growth

  • Geography: Southeastern United States

Ideal Financials

  • Owner profits (EBITDA) between $0.5MM - $5MM

  • History of profitability and growth

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