criteria

Our Strategic Model

Entrepreneurship Through Acquisition

Our goal is to own and build upon a small to midsize business.
We seek an opportunity to acquire and continue to build in a strong performing and successful track record organization, as population demographics change and baby boomers transition out of the marketplace/business ownership.

Particulars of deal structure will be addressed in detail as part of our discussions.   These discussions will be followed by review and valuation, introduction meetings, negotiations, signing Letter of Intent, due diligence, underwriting and  purchase agreement/closing.  Valuation considerations will be determined by the following:

  • Understanding the local market and industry conditions.
  • Determining Sellers Discretionary Earning (SDE) of the business.
  • Identifying Key Factors for consideration.
  • Calculating realistic multiplier for business.
  • Seller Notes and Earn out Structures.
  • Ability to close 90 days post executed LOI.
Regardless of the circumstances that have lead you to this point, whether death, divorce, disagreement with partner(s), disability or to simply pursue other interests, I am a motivated buyer with a passion for other humans and building a culture of belonging.

 

Key Acquisition Criteria

Acquisition Size

-An SMB with in $800K - $5M EBITDA
-Gross Revenues of $6M - $15M






Industries

-Business Services
-Non Res Construction Engineering
-Distribution & Logistics
-Healthcare Services
-Industrial Services
-Manufacturing
-Home & Personal Svcs
-Technology Services
-SaaS and Ecommerce

History

-7+ years history with successful track record. -Strong Service/Product with robust Client portfolio.
-Competitive Advantage




Geography

-Continental U.S. -Preference will be given to SMBs in the state of Texas, particularly Houston and surrounding areas




Get in contact At no cost or obligation​