Our Focus
We invest in well established B2B Technology companies headquartered in the United States — companies with proven track records, strong customer bases, and owners seeking a painless exit and a trustworthy successor.
Where We Invest
Our sweet spot is businesses operating in the B2B Technology Services industry, generating up to $2M in annual EBITDA, typically with 10 to 50+ employees.
We're not looking for the next unicorn, turnarounds, distressed stuff, or deals that only cash flow at exit — we're looking for the next generation of enduring, profitable businesses that need a succession partner who plans to be in it for the long term.
Up to $2M
Target EBITDA Range
B2B Tech
Industry Focus
U.S.
Geographic Focus
10+ Years
Operating History
Our Investment Criteria
We look for businesses that meet most of these characteristics.
Proven EBITDA
EBITDA of $1M to $2M with consistent performance over at least three years.
U.S. Headquartered
Headquartered in the United States of America, with a preference for businesses operating in a major metropolitan area.
Revenue Model
Recurring monthly revenue from multi-year services contracts, with a diverse customer base and low concentration risk across any single client.
B2B Technology Services
Primarily focused on businesses operating in the B2B technology services industry, informed by 30 years of direct operating experience.
Growth Potential
Clear opportunities to grow revenue, expand operations, or improve profitability with the right capital and support.
Defensible Position
A business with loyal customers, a differentiated offering, or operational advantages that are hard to replicate.
Technology Sectors We Know
We focus on industries where we have direct operating experience and can add real value.
Managed Hosting / IaaS
Managed Software / SaaS
Managed Office / IT Equipment
Managed Security
Backup & Disaster Recovery
Managed LAN/WAN
Managed Voice / Data
Managed Call Center
Does Your Business Fit?
If your business aligns with what we look for, we'd love to start a conversation. There's no obligation — just an honest discussion about whether we're the right succession partner for you.