Business Criteria
Geography
We are focused on acquiring a business in the Mountain West or Texas, where we have deep family ties and long-standing personal relationships. These regions offer strong economic fundamentals, growing communities, and a shared culture that aligns with our values as long-term owner-operators.
Industry
We focus on B2B companies with recurring or reoccurring revenue, low customer concentration, and opportunities for operational improvement. While we are industry agnostic, we prioritize enduring business models with strong teams, clear value to customers, and a reputation for reliability.
Business Size
We look for established companies generating $1 million or more in annual EBITDA. Our ideal target has a history of stable cash flow, modest growth, and the infrastructure in place to support a thoughtful transition and continued success.
Owner Profile
We are looking to partner with owners who are ready to transition out of their business and want to leave it in capable, committed hands. Whether you're planning to retire or step away in the near term, we offer a respectful and seamless succession, stepping in as full-time owner-operators to lead the company through its next chapter.
Not PE | Not VC
We are not a traditional private equity or venture capital firm. Instead of managing a portfolio of companies, we are focused on acquiring and operating one great business. Our model is personal, hands-on, and long term.
As full-time owner-operators, we step into the business and lead it day to day. We are not financial engineers or passive investors. We bring focus, energy, and a deep respect for what already works.
For owners seeking a thoughtful transition and a committed successor, we offer a more personal, aligned, and lasting alternative.