Investment Criteria

We invest in businesses where the owner's expertise is in their hands, not in software or business operations. Skilled craftsmen who've built great reputations through quality work but lack the time, resources, or skills to implement technology, sales systems, or marketing into their businesses.

These are companies still running on pen and paper or basic spreadsheets. The owner excels at their craft, but CRM software, AI, digital scheduling, business development, and marketing strategies have remained out of reach.

We turn skilled operators into scalable businesses.

Financial Profile

  • $750k-1.5 million in seller's discretionary earnings (SDE)

  • $5-10 million in annual revenue

  • Consistent profitability with strong unit economics

  • Recurring revenue; project-based businesses with strong backlog and repeat customer rates

Operating Foundation

  • Simple, stable, and recession-proof

  • 10+ years operating history demonstrating resilience

  • Stable, skilled workforce with low turnover

  • Diversified customer base with limited concentration risk

  • Founder-owned with strong reputation in their market

Growth Potential

  • Limited technology adoption creating opportunity for operational improvements

  • Minimal digital presence or online marketing efforts

  • Informal or non-existent sales processes and systems

  • Strong technical delivery constrained by business infrastructure gaps

Contact us

Brokers and business owners, we can’t wait to hear from you!