We are industry-flexible. What matters most is the quality of the business, the people, and the opportunity to own it well for decades.
Established businesses with demonstrable earnings, real cash flow and economics we can understand and underwrite.
Repeat demand, strong relationships, reputation, know-how, or another defensible reason customers continue to choose the business.
Operations that can succeed beyond the current owner, ideally with capable employees or managers and a practical transition plan.
Clear opportunities to strengthen systems, operations, technology, sales, leadership or execution — without changing what customers already value.
We consider small, medium and larger businesses when the economics, people and ownership opportunity make sense. Durable cash generation and a sensible capital structure matter more than an arbitrary transaction-size box.
Southern California is our priority, especially Claremont and nearby communities. We will also pursue businesses that are close enough to own well or sufficiently relocatable, digital or understandable from a distance.
Manufacturing, distribution and straightforward service businesses are especially attractive, but we are open to almost any industry we can understand and be proud to own. We generally avoid businesses dependent on the buyer personally holding a specialized professional license, as well as healthcare, cannabis and auto repair.
We solve for the right transaction rather than a predetermined structure. Conventional financing, SBA, seller financing, earnouts and rollover participation can all be considered when they create alignment, healthy post-debt economics and a better transition.