Took a founder-built company into institutional ownership: hired the executive team, installed governance and weekly KPI tracking, and built a $400M+ pipeline.
For business owners
You'll only sell once. Make sure it's to the right people.
We acquire founder-built businesses and bring the operational and AI expertise to enable continued growth. Our partners aren't just investors. We've led startups and companies like yours as CEO, COO, and CISO.
Investment focus
Established U.S. businesses with $3M to $10M of EBITDA.
Owners can come to us directly or through a banker. Either way, the partners you meet are the ones who decide, invest, and sit on the board.
- THE BUSINESSEssential, hands-on businesses. The crews, technicians, and specialists stay at the center, and AI takes over the scheduling, quoting, and billing behind them.
- SECTORSBusiness, technical, and government services; industrial services; distribution; light manufacturing
- OWNERSHIPMajority or full control. You can keep a stake and share in what comes next.
- WHEN OWNERS CALL USRetirement, a family succession, a partner buyout, or a business that has outgrown its founder
What our partners delivered running companies.
Our partners have been the first leaders of businesses after their owners moved on to their next chapter. These results come from companies where one of us held the CEO, President, COO, or CISO seat.
An AI workflow delivered 200% faster, and a new ERP tripled gross margin on the flagship contract. Built the finance organization and led the first independent audit.
Grew revenue 11% by redesigning pricing, demand planning, and the supply chain.
Won Department of Defense Space Development Agency contracts and negotiated a $150M program for an allied government.
Moved headquarters from California to Colorado, opened a 25,000 sq ft factory, and raised $50M+.
Made security and compliance a selling point with commercial and government buyers, then led a go-to-market refresh that added new use cases and partnerships.
Company names are withheld for confidentiality.
Most owners sell a company once, so few have seen the process before. Here is each step, in order, and what it asks of you. You decide whether to keep going at every stage before closing.
A confidential conversation
Thirty minutes on your business and what you want next. No paperwork and no commitment.
A first look
We sign an NDA and you share a few years of financials. We meet the leaders you choose, and you meet the partners who would work with them.
A letter of intent
Our written offer: price, structure, your role, and how we arrived at each number. Most terms are not binding yet. You agree to talk only with us for a set period while we confirm the details.
Confirming the details
Diligence: we check the financials, contracts, and operations against what we have discussed. We do not reopen the price over things we already knew.
Closing and transition
A plan for you, your employees, and your customers, agreed before you sign. Then we build on what you started.
Questions owners ask us first: employees, your role, valuation, AI
A proven operating system for scale.
Every buyer brings capital. What sets buyers apart is what happens after closing. We work with your leadership team to build an operating system around the four decisions that shape every business: people, strategy, execution, and capital. If the company already has one, we strengthen it. The goal is a business that can grow without everything running through one person. The tools come from the Scaling Up methodology our partners used as CEOs. Where AI can take routine work off your team, our engineers build it in: scorecards that update from your systems, and cash forecasts built on your data. Learn more about the Scaling Up framework
Our AI advantage
AI represents both tremendous opportunity and real risk for “main street” businesses. We have been on the front lines of developing and implementing responsible AI to improve customer service, grow sales, and increase employee productivity. We use AI to take repetitive work off your team so they can spend their time on customers.
- Your people first.AI handles paperwork, scheduling, quoting, and reporting. Retraining and redeployment come first, and growth absorbs the capacity it frees.
- Proven before it scales.Each tool starts from a measured baseline and a small test. We expand it only when the result holds.
- Your data stays inside.Where it fits, we run models on hardware the company controls, so sensitive data never leaves the business and no vendor can re-price the savings.
Free guide
Not ready to talk? Take this with you.
Five questions every owner should ask before choosing a buyer, drawn from deals we have seen go right and wrong.
- How to spot buyers who overpromise
- What to ask about your employees
- Red flags in the diligence process
- How to test “culture fit” claims
- What to agree about your role after closing