Business Acquisitions

I am seeking to buy a controlling interest in a profitable, established small business and operate it with a long-term ownership mindset.

Target characteristics

U.S. small businesses with stable operating history
Essential or repeat-need products and services
Diversified customer base
An owner transition where preserving the business matters

Financial profile

Consistent, understandable cash flow
Reasonable customer and revenue concentration
Clean, well-maintained financials

I am flexible on transition timelines and deal structure when incentives are aligned and the long-term health of the business is prioritized.

Selective Private Investments

In select situations, I invest capital alongside other buyers or operators pursuing small-business acquisitions.

Typical attributes

Senior or subordinated private credit
Structured junior capital with downside protection
Limited equity participation when it helps align interests and complete a fair transaction

This activity is intentionally selective and relationship-driven, with an emphasis on supporting capable operators and keeping leverage at a level the business can comfortably support.