I am looking to buy distressed or special situation lower middle market software, technology, and service companies.
My focus is on distressed or special situations in companies doing $5mm+ in revenue, and specifically looking for companies that focused around SaaS, technology, or scalable services. I’m only looking for control acquisitions and not minority investments. I don’t invest in startups or do any angel investing.
What I’m Looking For
Here’s what I’m looking for when I acquire a company:
- Lower/mid market: $5mm to $100mm in revenue.
- Asset light: We are looking for asset light businesses (software, services, media, technology, etc)
- Quick Close, Limited DD: We can also move quickly, sidestepping the traditional DD process, closing in much faster time frame (6-8 weeks).
- Distressed or Special Situations: Poor cash flow, over-leveraged, operating problems, lack of a clear strategic direction, management problems, management is unable to improve the business’s performance or take the company to the next level.
- Portfolio Cleanups, Underperforming Divisions, Forced Sales, etc: We are looking for funds or companies looking to exit their under-performing loss-makers, portfolio clean-ups, private businesses, underperforming divisions of larger companies and publicly traded companies, businesses in Chapter 11 proceedings, equity group portfolio companies, businesses that have fallen out of traditional PE due diligence processes, and businesses involved with bank workout groups.
- Control: We want control of the company.
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?