I am looking to buy lower middle market service, technology, distribution, or manufacturing businesses located in the Southeast.

What I’m Looking For
Here’s what I’m looking for when I acquire a company:
- Lower middle market: $2mm to $25mm in revenue and $500k to $2mm in EBITDA
- Southeast based: based in Nashville and primarily looking for companies in Tennessee, southern Kentucky, Georgia, and Alabama.
- Industry agnostic: focusing primarily around services, technology, distribution and manufacturing businesses.
- Recurring revenue component: looking for deals that have some form of recurring, predictable, or contractual revenue.
- Existing management: strong preference for deals with some existing management depth or management team in place.
- Scalable growth opportunities: looking for deals that can scale or have untapped growth potential
- Control: I want control of the company and do no make minority investments.


How I Build Companies
My core skill set is being a nexus that connects deals, capital, people, ideas, and opportunity.
My core skillset is being a nexus that connects deals, capital, people, ideas, and opportunity.
I am good at spotting opportunities and bringing the right people and resources together to create value for everyone involved.
My core skill set is not running companies day to day. I put together successful deals to buy these companies. I help them make big, strategic pivots and navigate tough business decisions. And I believe in partnering with people who are smarter than me and creating opportunities for them to be successful. Then I get out of the way and let them do what they do best.
My background on Wall Street and investing for over a decade with my family office have both instilled in me a deep focus on the financial aspects of business, an understanding of how to put transactions together, and strategic perspective different than most other people.
These all guide me whether I am acquiring a business, advising a company through a challenging situation, or helping a business discover a powerful new customer acquisition strategy. Today I focus on connecting deals, capital, people and opportunities – and finding the unique opportunities and special situations that I can leverage my network and my knowledge to create substantial value for the people I work with and the companies I acquire.
Have a business you want to sell?
Are you looking to exit, to partner or
sell a majority stake in a business?