Business Acquisitions
This strategy involves the full acquisition of a single privately held business, typically by an individual operator or entrepreneurial investor—commonly referred to as a search fund or entrepreneurship through acquisition (ETA) model. In this structure, the acquirer—often a seasoned professional—purchases the business outright, assuming control as the new CEO and steward of the company. This approach is ideal for owner-operators seeking a full exit and a seamless transition of leadership.
My buyout focus is on technology services companies, particularly IT-managed services providers (MSPs) with recurring revenue, sticky customer relationships, and teams capable of executing complex enterprise software implementations. I bring more than just capital—I bring 15+ years of experience in sales leadership, customer success, and strategic partnerships, with a strong emphasis on continuity and legacy preservation. My goal is to retain employees, maintain customer trust, and modernize operations, while continuing the founder’s vision for long-term growth.
Provides full/partial liquidity for owners, family members, estates, and existing investors.
For buyouts, I look for:
Consistent year to year performance across financial measures like revenue, margins, and profitability.
$1M–$2M in EBITDA, with at least 50% of revenue characterized as reoccuring or recurring.
A seller who is looking to retire or exit but is open to a structured transition
Broad customer base with no single client making up more than 20% of total revenue.
This approach results in a personal, long-term ownership transition where the business is not flipped or absorbed into a conglomerate—but instead run with care, accountability, and a clear growth roadmap.
Independent Sponsor Transactions
As an independent sponsor, I source, structure, and lead private equity transactions without managing a committed fund. Instead, I match specific deals with the right capital providers—equity investors, debt partners, operators, and strategic acquirers—on a deal-by-deal basis. This model allows for highly tailored partnerships, more flexibility in deal terms, and the ability to execute on founder-led or family-owned business transitions that don’t fit traditional private equity mandates.
In this model, I serve as the deal lead, identifying opportunities, coordinating diligence, building the capital stack, and managing the process through close. I focus on deals where the founder wants to retain partial ownership (roll equity) and stay involved in the next stage of growth—often in need of operational support, financial discipline, or a succession plan.
Provides full/partial liquidity for owners, family members, estates, and existing investors.
My strength lies in building a coalition around the transaction:
Preference for resilient industries
$2-10M EBITDA, opportunities for continued organic growth by geography and product line
I work with institutional equity sources and family offices that value long-term partnerships. I engage with experienced operators and strategic advisors who can step into leadership roles or provide post-close guidance.
This approach is ideal for businesses that are too bespoke or nuanced for traditional funds, but where founder alignment and operational strategy can unlock meaningful value.
Direct LP Investing & Co-Investment
In addition to leading transactions, I also participate as a direct limited partner (LP) or co-investor alongside experienced sponsors and operators. In this role, I deploy capital into buyouts, recapitalizations, and growth equity opportunities, with a focus on long-term value creation, downside protection, and clear alignment between the sponsor and management team. My capital is patient, relationship-oriented, and value-aligned.
I prioritize founder-backed businesses, niche technology or services companies, and deal teams that emphasize operational excellence, not financial engineering. What makes my LP approach different is that I bring the perspective of both an investor and an operator. I understand the challenges of scaling a business, the importance of succession planning, and the need for responsible stewardship.
I also invest as a limited partner in real estate opportunities with experienced sponsors, focusing on long-term value creation through stabilized assets, strategic repositioning, and capital-efficient structures. Strategies include both closed-ended and evergreen/cash flow oriented real estate.
Past Investments include:
Metal Fabrication
Commercial Services
Professional Services
Food distribution
Vertical SaaS
Real Estate (Multifamily A-C, Industrial, Outdoor, Commercial, Mixed-use)