Prepared. Responsive. Cooperative.

A buyer you can confidently introduce to an owner.

We respect the work required to prepare a company for market and guide an owner through a major transition. We aim to be candid about fit, organized in diligence, protective of confidentiality, and responsive throughout the process.

Send Nisha an Opportunity Review Our Acquisition Criteria

  1. Clear acquisition criteria and direct access to decision-makers

  2. Personal capital and a plan to use acquisition financing when appropriate

  3. Experience evaluating financial, operational, leadership, marketing, technology, and transition needs

  4. Respect for confidentiality, process boundaries, and broker representation

  5. No circumvention of an introduced relationship or existing fee arrangement

  6. Focused follow-up questions and direct feedback when an opportunity does not fit

  7. A long-term approach centered on healthy cash flow and responsible stewardship

  1. Teaser, CIM, or brief company overview

  2. Location and service area

  3. Asking price and proposed structure, if available

  4. Three years of revenue and SDE or adjusted EBITDA

  5. Current year-to-date results and prior-year comparison

  6. Owner role, hours, licenses, and desired transition

  7. Team structure and whether a general manager is in place

  8. Customer, service-line, channel, and revenue concentration

  9. Reason for sale and desired timing

  10. Real estate details, if included or required

Our initial review

We evaluate whether the opportunity fits our financial capacity, operating model, geography, leadership plan, and areas of interest. When information is sufficient, we provide focused follow-up questions or a clear reason for passing rather than letting the opportunity disappear into a black box.

Proof of capacity

We are prepared to discuss our acquisition approach, sources of capital, and financing plan when appropriate. Proof of funds or lender information can be provided when reasonably required and subject to confidentiality.

For CPAs, attorneys, lenders, and referral partners

The best introduction is not always an owner ready to sell today. It may be an owner who lacks a succession plan, is overwhelmed by growth, wants to acquire a competitor, or simply needs a safe place to explore options before making a decision.

Suggested introduction: “I know a husband-and-wife team who works with established service-business owners. They acquire good businesses from owners ready to transition and also help capable owner-operators grow through acquisition. They are thoughtful, confidential, and willing to begin before you have every answer. Would you be open to an introduction?”

Make an Introduction