Independent Sponsor w/ Recurring Revenue Accounting Platform Seeking Equity

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January 06, 2026

by a searcher from Georgia State University - J. Mack Robinson College of Business in Los Angeles, CA, USA

We are pursuing a controlling investment in a highly profitable, recurring-revenue accounting and advisory firm in California with a fixed-fee, prepaid service model and strong historical margins. The seller is rolling meaningful equity and remaining involved post-close, creating tight alignment and continuity. The transaction will serve as the initial platform for a disciplined consolidation strategy in the accounting services space. Additional details, including financials and diligence materials, are available upon execution of an NDA. Please DM with your email if interested.
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from Massachusetts Institute of Technology in Portland, OR, USA
^redacted might be able to help with recommendations on how to get this deal funded. If you have advice for ^redacted‌, please share it here.
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