Investment Criteria

  • Industries:

    Environmental Services

    Water treatment, certification, and waste management

    Health & Safety Support

    Home medical equipment, outpatient care, compliance testing

    Education & Workforce Services

    Vocational training and special education services

    Infrastructure & Building Support

    HVAC, fire safety, energy efficiency, and inspection services

    Professional Support Services

    B2B services like HR, accounting, wealth advisory, IT services

  • Size & Financial Profile:

    $2M+ in EBITDA (flexible for the right fit)

    Strong recurring or repeat revenue

    Diverse and sticky customer base

    History of profitability and low capital intensity

    5–30% EBITDA margins preferred

    Business reinvests for growth

  • Seller Profile:

    We’re a good fit for owners who:

    - Care deeply about their legacy and team

    - Are looking for a respectful, hands-on successor

    - Want a smooth, quiet transition — whether full or partial

    - Value relationships over speed and want to sell to someone who sees people—not just numbers.

  • What makes it a fit:

    - Real-world relevance: your service must solve a recurring, unavoidable need

    - Durable demand: the business should be essential, not trendy

    - People-first culture: a strong team with heart and know-how

    - Growth potential: opportunity to scale sustainably without changing the soul of the business

1. Let’s Get to Know Each Other

We’ll start with a conversation (or two) to learn about you, your business, and what matters most to you. No pressure, just a genuine discussion to see if we’re a good fit for you company.

4. Deep Dive & Diligence

Next, we take a closer look at how the business runs — from operations to finances to team structure. We’ll bring in trusted advisors, but I’ll make sure the process is clear and minimally disruptive to your team.

2. Confidential Info Sharing

If there’s mutual interest, We’ll sign a non-disclosure agreement (NDA) so you can safely share some basic financials. We’ll review everything with care, and we’ll have a follow-up chat to talk through initial thoughts.

5. Final Agreement

Once everything checks out, we’ll work through the final details of the purchase agreement. We’ll be transparent throughout, and we’ll make sure it reflects our shared goals and values.

3. Letter of Intent (LOI)

If things look good on both sides, We’ll send a Letter of Intent — a non-binding proposal that outlines the price range and main terms of the deal. This step helps us align expectations before we dig deeper.

6. Celebrate & Continue Journey

We’ll sign, transfer the funds, and officially begin the next chapter. We’ll work closely with your team to ensure a smooth transition — one that honors your legacy and sets the business up to thrive for the long haul.