Investing in growth while preserving your legacy

We are dedicated to buying and running one well-established business, preserving its legacy, and ensuring its growth into the next generation

Our goal is to personally lead a successful business into its next stage of growth

Simply put, our goal is to purchase a small business that has been successful over the past 10+ years and lead the business for the long-term:

  • We are dedicated to owning and operating the business; we do not have a mandate to exit

  • We are interested in partnering with a successful business owner that cares about what they have built and the people that have built it

  • We want to work with business owners that care about the future of their business enough to ensure the next leaders are set up for success

Who you sell to matters

If you want to preserve your business and people, then who you sell to is an important decision

Our approach

Our goal is to purchase a business that we ourselves will step into as leaders, dedicating 100% of our time to running and growing your business

Your company legacy lives on and will be intact as we grow your business

The people that have made your company so successful throughout the years will stay on to see the next phase of its growth

Their approach

Private equity

Their mandate is to purchase multiple companies under a single fund, with company management from a board level

The legacy of your business is not guaranteed, as growth can come from all types of strategies that maximize growth within a 4-5 year horizon

The people that have helped you grow your business are not guaranteed to stay in the next phase of growth

Competitors (aka “strategic buyers”)

Strategic buyers focus on “synergies” between their main business and yours

Business legacy will likely be diminished as the acquired company is integrated into the larger organization

As synergies are a main focus for a strategic buyer, job cuts are a likely outcome to enable a strategic buyer to maximize synergies promised in the business case

Meet the Team


  • CO-FOUNDER AND PARTNER

    With over 14 years of experience spanning various industries and functions, Ted brings a variety of expertise to the table. At McKinsey, Ted honed his skills in crafting commercial strategies and leading business transformations, empowering companies to achieve sustainable growth. In prior roles, Ted led teams in revenue management and drove initiatives in marketing, distribution, and information technology.

    Originally from Pittsburgh, Ted now resides in New Jersey with his wife, 2-year-old daughter, and newborn son. Outside of work and playing with his kids, he enjoys exploring hiking trails and ski areas around the Mid-Atlantic and New England.


  • CO-FOUNDER AND PARTNER

    Rob began his entrepreneurial career early, launching his first business in high school, his second business in college, and his third directly after college. Seeded by his interest in entrepreneurship and business building, he spent the next ~10 years focused on helping businesses grow. Most recently that was at McKinsey in their business building practice (e.g., new product development, go-to-market strategy, customer success), with previous experience helping portfolio companies with growth efforts at a lower-middle market growth equity fund.

    Outside of work Rob focuses primarily on his family. He resides in Wayne, PA with his wife, a 2-year-old daughter, 1-year-old twins, and two 5- year-old bernedoodles. He enjoys taking his kids to farms on the weekends and when he can, playing golf with friends.

Meet our Investors and Mentors

What we look for in a business

No business will have all or even a majority of these characteristics; we know that. We use these considerations as lenses to review potential opportunities

People

Owner wants to preserve their business and the people that made it succeed

Key people beyond the owner(s) will stay on post-acquisition to help us grow the business

Key executives will stay for a period of time to ensure the business transitions successfully

Business

Mission critical product or service

High recurring or consistent revenue to ensure a smooth transition

High customer retention and low customer concentration

Financials

$2M+ in annual profit (EBITDA)

High (>15%) profit (EBITDA) margins

Low Capex / working capital to maximize investment in growth

Our investment process

We follow a typical 3-stage deal process to ensure we can step into the business immediately after the purchase and be effective in leading the company forward

Exploration

  • We discuss a potential opportunity to gauge fit for both parties

  • We send you a first information request and provide you with a preliminary fair market value range

  • We submit an indication of interest (“IOI”) to you

  • You decide if we continue through the process

Letter of intent

  • We submit a second information request list to you to better understand your business

  • We submit a letter of intent (“LOI”) with agreed upon deal terms

  • You decide if we continue through the process

Diligence & close

  • We submit a third and final information request list

  • We complete our due diligence

  • We finalize purchase documents

  • We sign the final documents and proceeds are deposited into your account

Get in Touch

Are you considering selling your business? Share some details with us and we'll reach out promptly. We are eager to connect with you.