STRATEGIC MANDATE: Institutional Sponsor Seeking Operating Partners for Proprietary Lower Middle Market Acquisitions ($2M–$10M+ EBITDA)
Our investment group is seeking experienced operators, executives, and industry specialists to partner on proprietary, off-market lower middle market acquisitions.We are not focused on competitive auction processes.
Instead, we collaborate with operators who have direct relationships with founders and business owners to source exclusive acquisition opportunities.
As your Strategic Growth Partner, we provide the institutional finance and transaction infrastructure while you lead industry execution and operational growth.
Our capabilities include:
• Capital stack structuring (senior debt, ABL, cash-flow lending, mezzanine, preferred equity, and institutional equity syndication)
• Investment banking and transaction execution support
• LBO financial modeling and due diligence coordination
• Quality of Earnings (QofE) oversight and data room management
• Legal Due Diligence oversight and assistance
• Corporate governance and post-acquisition growth strategy
• Add-on acquisition and roll-up execution
Target Companies:
• $2M–$10M+ EBITDA• Founder-owned or privately held businesses
• Strong recurring cash flow
• Sustainable operating margins
• Proprietary or limited-process opportunities
Preferred Industries:
• Business Services
• Commercial & Industrial Services
• Niche Manufacturing
• Value-Added Distribution
• Aerospace & Defense
• Infrastructure Services
• Mission-Critical B2B Services
• Essential Service Businesses
ideal Partners:
• CEOs
• Presidents
• Division Executives
• General Managers
• Industry Specialists
• Proven Operators with proprietary deal flow and a long-term ownership mindset.
• Entrepreneurs
If you're sourcing proprietary acquisition opportunities and want an institutional strategic partner to support capital formation, transaction execution, and long-term value creation, We welcome a confidential conversation.
Please reach out via direct message or LinkedIn for faster response. All discussions are handled with the highest level of confidentiality.