I am a family office CIO with 30+ years of experience in lower middle-market investments and financial sponsors. We are actively seeking partnerships with search funds and entrepreneurs.

Focus:

1. Traditional and self-funded searchers (early-stage, stage 1)

2. Industries: SaaS, healthcare, aesthetics/wellness, residential services, legacy businesses, DTC/e-commerce.

3. Geographic focus: North America and Europe.



What We Offer:

1. $100K–$250K+ investments.

2. Operational expertise in scaling and strategy.

3. Flexible, searcher-friendly terms.



Ideal Partners:

1. Committed, driven operators with clear vision and skin in the game.

2. Located in NYC or tri-state area



Kindly share PPM directly or via email to discuss potential partnerships.