A Team Dedicated to Acquiring Small Businesses
We are a small, focused team committed to acquiring and operating a well-established business with long-term potential. Our goal is to preserve what makes a business successful while thoughtfully driving operational improvements and growth.
Investment Criteria
Room for Growth
Operating in a growing industry / Positioned for growth in its industry
Local Reputation
Recognizable brand or strong reputation in its operating community
Opportunity for Optimization
Identifiable business processes improvement or scalability
Ideal Operating Roles
An operator roll we can step into with minimal industry experience
Retiring Owner
Tired owner who hasn’t pushed growth
Risk of AI
Services that could be easily or quickly replaced with AI
Recession Proof
Essential goods or services that maintain steady demand regardless of economic downturns
About Us
Our Background
Our team brings a strong foundation in business strategy, operations, and post-acquisition integration. Luke has a background in management consulting, with deep experience supporting Fortune 500 companies and private equity firms on M&A strategy and execution. Nathan has a background in accounting and due diligence experience in large M&A transactions.
Operational Due Diligence
Identifying operational risks and improvement opportunities pre-close.
Integration & Carve-out Planning
Designing and executing plans to either integrate newly acquired businesses or separate divisions from larger enterprises.
Process Optimization
Collaborating with business leaders to streamline workflows and enhance profitability post-transaction.
