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    • Home
    • Who We Are
    • Deal Criteria
    • For Intermediaries
    • For Sellers
    • Case Studies
    • Insights
    • Contact Us
  • Home
  • Who We Are
  • Deal Criteria
  • For Intermediaries
  • For Sellers
  • Case Studies
  • Insights
  • Contact Us

Working with Brokers & Advisors

We're a proven business buyer with established capital relationships and clear deal criteria. If you represent owner-operator succession opportunities in the $700K-$5M EBITDA range, we'd like to see them.


We value intermediary relationships. Clear feedback, quick decisions, reliable execution.

Why We're a Good Buyer

Established Capital Network

Independent sponsor with proven relationships. We raise deal-by-deal from family offices and other capital partners who've backed our work. Track record means we don't scramble to fundraise, we execute.


Cash Flow Discipline Through Volatility

We understand what it takes to manage debt service when conditions deteriorate. Deals don't fall apart in lender diligence because we've been through it.


Operator, Not Engineer

We're not building portfolio companies to flip. We run businesses personally. Your client gets a long-term partner who thinks in decades.


Seller-Friendly Approach

Team preservation, flexible transitions, cultural continuity. Makes you look good to your client.


Fast Timeline

48-72 hour initial review. LOI within 10-14 days of detailed CIM. Close in 60-90 days. No committee approvals.

Our Sweet Spot

Ideal deals:

  • Owner-operator succession (founder ready to step back, cares about continuity)
  • $600K-$5M EBITDA, Midwest geography
  • B2B with institutional customers
  • Strong #2 or management team in place
  • Seller open to transition involvement (even short-term)

We pass on:

  • Turnarounds requiring immediate rescue
  • Significant single-customer concentration without a clear retention thesis.
  • Seller needs 100% cash at close (we're flexible, but our structures typically include 10-20% seller notes)
  • Quick flip expected (<3 years)

Process & Timeline

Initial Review (48-72 hours)

Preliminary Indication (7-10 days)

Preliminary Indication (7-10 days)

Clear yes/no with reasoning. No black holes. We believe that a quick no is better than a slow maybe. 

Preliminary Indication (7-10 days)

Preliminary Indication (7-10 days)

Preliminary Indication (7-10 days)

Valuation range, structure outline, capital sourcing approach.

LOI (10-14 days from detailed CIM)

Preliminary Indication (7-10 days)

Capital Commitment (10-14 days post-LOI)

SBA 7(a) pre-qualified with lender relationships in place. For deals above the SBA ceiling, we have family office capital partners committed to the relationship. We structure and price deals we know we can close. No retrades.

Capital Commitment (10-14 days post-LOI)

Capital Commitment (10-14 days post-LOI)

Capital Commitment (10-14 days post-LOI)

We don't scramble to fundraise after LOI. Capital sourcing runs concurrent with diligence. By the time we're at LOI, we know how the deal gets financed.

Close (60-90 days post-LOI)

Capital Commitment (10-14 days post-LOI)

Close (60-90 days post-LOI)

Concurrent diligence and financing.

Compensation

Bring us a deal that is off market and not actively being marketed publicly, and we will be happy to pay a buy-side advisory fee upon closing.

Next Steps

Submit a Deal

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Include:

  • One-page executive summary
  • Three-year financials (revenue, EBITDA, margins)
  • Business model overview
  • Seller motivation and timeline
  • Any red flags or unique circumstances


Response: 24-48 hours. If not a fit, we'll explain why and suggest better buyers when possible.

Questions?


Capital certainty: Independent sponsor model, but established relationships. Capital commits within 10-14 days of LOI.


Structure flexibility: Rollover equity, extended seller notes, phased purchases. We adapt.


SBA expertise: Preferred relationships, conservative structures lenders like.


Not a fit? We'll tell you quickly and refer you to better buyers when we can.

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