I am looking to buy family or founder owned service, technology, distribution, or manufacturing businesses located in the Southeast.

When I partner with a family or founder who has built an enduring business, my goal is to build upon the strong foundations that are already in place. I want to preserve and grow what makes your business special and find opportunities for your team to grow alongside the business as well. I am not a private equity shark or an opportunistic competitor looking to pounce. I want to help you find a meaningful long term home for your business, create opportunities for your team to grow and thrive, and build upon what makes your company special.

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My Investment Approach

Here's what's important to me when I partner with a family or founder:

  • Build On Success. I believe in preserving and building upon the core of what makes a company special and investing in growth by building upon, rather than tearing down, the foundations that have made your business a proven success.
  • Take Care of Good People. Partnering with and finding ways to empower and provide opportunity for your trusted employees and team is a fundamental part of my approach. In almost every deal I’ve done, management has had a significant equity stake.
  • Speed & Certainty of Close. I can move quickly and can close in as little as 45-60 days. I can often sidestep the lengthy and burdensome process of traditional private equity diligence and get the deal done with minimal disruption to your life and your business. I have closed on many transactions that no other buyer could figure out.
  • Win-Win Thinking. I know that good partnerships are created when both parties are fair and come to the table to work together and create
    a win-win. I don’t believe in doing business any other way. I won’t do a deal without feeling that it’s fair and equitable to everyone involved.

Who I Want To Partner With

Here are the kinds of companies I want to partner with:

  • Company Size: $5mm to $50mm in revenue and $1mm to $10mm in EBITDA
  • Southeast Based: I am based in Nashville and primarily looking for companies in Tennessee, southern Kentucky, Georgia, and Alabama.
  • Industry Agnostic: focusing primarily around services, manufacturing, distribution and technology businesses.
  • Strong Asset Base: I prefer businesses with a strong mix of assets on their balance sheet
  • Existing Management: strong preference for deals with some existing management depth or management team in place that I can partner with and grow alongside.
  • Control: I am looking to acquire a minimum of 51% of the company and preferably the entire business.
  • Recurring Revenue Component: looking for deals that have some form of recurring, predictable, or contractual revenue.
  • Scalable Growth Opportunities: looking for deals that can scale or have untapped growth potential.
  • Founder or Family Run: My approach typically resonates the most with a founder or family run company that is looking for the right long term home for their business.

Let's Find A Way To Partner

Are you looking to exit, to partner or
sell a majority stake in a business?