What I am looking for

While I am industry agnostic and willing to consider companies in different sectors, I have a strong interest in business services, industrial services, light manufacturing, and distribution businesses.  Regardless of function or industry, a strong match should have many of the following attributes:

Operational:

  • Based in the broader Southeast (including Texas)

  • History of growth and profitability

  • Broad customer base; No single customer larger than 30% of sales

  • Revenue or sales between $3M and $30M

  • Profit margins in excess of 10%, minimum of $750K

  • Reasonable degree of recurring revenue

Situational:

  • Retirement-ready owner-operator seeking to transition day-to-day responsibilities

  • 100% of the business is for sale

Forest Trees