SEEKING INVESTORS
Investors Wanted: Lower Middle Market Roll-Up with a Proprietary Data and AI Upside
United States
Hi Searchfunder community, I’m Danny Burke. I invest in search and seed deals through Midstreet Capital, and I’m posting about a platform I own and operate. We own a profitable, bootstrapped data company that has become core infrastructure for a niche professional service. Its customers are the lenders, advisors, and practitioners who need reliable numbers on private businesses and can’t get them anywhere else. We’re now set up to acquire a group of legacy assets in the data, research, and credentialing space serving that same profession, and we’re opening the door to outside capital to fund it. Why this is different: Downside of a traditional roll-up. These are established, founder-owned businesses with recurring revenue, loyal professional customers, and decades of history. They are priced and underwritten like any lower middle market business services deal. Upside of a technology company. Together the assets form a proprietary dataset that no one else can rebuild. We’re building a specialized AI model on top of it, and that changes what the combined company is worth. The arbitrage. We buy at business-services EBITDA multiples, with a credible path to exit at a multiple of revenue. The platform already exists. The anchor company is operating today, with seven-figure recurring revenue and partnerships with some of the largest names in its market. The deals are already in motion. Several targets are in active conversations with us, and a large public information company has already told us what a combined platform in this space would be worth to them. Who we’re looking for: Family offices and individual investors who like buy-and-build in data, information services, or tech-enabled services Independent sponsors and PE professionals who have backed roll-ups and want co-investment exposure Investors who want lower middle market downside protection with real technology upside I’m keeping names and terms off the forum. If this fits what you invest in, send me a message here and we’ll set up a call. Looking forward to connecting. Danny Burke Midstreet Capital
Regions: United States
Industries: Business Services Finance Insurance Software Technology