Straight answers for
founders, operators, and investors.

Primarily EBITDA multiples adjusted for industry, growth, and risk. We normalize earnings together and may engage a quality-of-earnings provider. Revenue multiples apply for pre-profit or SaaS businesses.

Multiples vary by size, profitability, growth — and industry. The lower-middle-market base rate is 2–4× EBITDA, but several sectors trade above it and some below. If you want a price above your market rate, our “Your Price, My Rules” option allows it, paired with tighter terms, an earn-out, or seller financing. You choose the mix.

We evaluate holistically. High-growth companies may command revenue multiples; fees stay tied to objective triggers either way.

Tied to EBITDA growth or revenue milestones, typically 10–40% of purchase price paid over 2–4 years.

No. Tiers range from 10% to 100% — you choose your comfort level. Control only shifts when you sell more than 50%.

Yes — minority tiers let you retain board influence while taking liquidity. You decide how much to sell; our minimum stake is 10%.

Yes. If circumstances change, we can transact additional equity at then-current valuation and performance. Tiers are a starting point, not a life sentence.

Optional. With a strong team in place, quick exits work; without one, we may ask for 3–5 years to protect continuity. Lifestyle owners typically transition over 1–3 years.

Only when your company crosses performance thresholds you agreed to — or when you request specific back-office projects. Until then, guidance is complimentary.

Fees stay on holiday and earn-out payments adjust. We prefer aligning incentives over penalizing underperformance.

Traditional firms recoup costs through portfolio-company charges, often opaquely. Ours are transparent, performance-tied, and hard-capped at $250K per year or 10% of EBITDA, whichever is lower.

If the KPI targets we set together are met, 50% of every management fee you paid is credited back to you at exit. Our fees are designed to be earned twice — once when we deliver, and again when you cash out.

You lend part of the purchase price to us and earn interest. It reduces cash at close but increases total proceeds, can improve tax treatment, and qualifies you for added incentives.

Term sheet within ~2 weeks of receiving financials; closing in 30–90 days depending on tier and diligence.

A mix of our own capital, committed investor partners, and — where it benefits the structure — SBA financing arranged before we sign. Proof of funds or pre-approval letters are provided up front, so certainty is established before diligence begins.

One or two, deliberately. We are operators, not volume buyers — each company gets a real 100-day plan and hands-on integration, so we only take on what we can run well. Texas first, nationwide where the fit is right.

NDAs and secure data rooms, a small professional diligence team, and information shared only with advisors who need it.

Yes — including bridge financing post-diligence and operational restructuring support. We understand covenant pressure and liquidity constraints.

Accounting and close, FP&A, treasury, HR and talent, IT and cybersecurity, legal and compliance, procurement, sales ops, marketing, pricing, and M&A integration.

Every tier includes some M&A support, scaling up with tier level: sourcing targets, running diligence, and integrating through the back office.

Revenue growth, EBITDA margin, working-capital efficiency, employee engagement, and NPS. Our success is linked to your company’s performance and eventual outcome.

Our plan is not to. We buy to hold — every company acquired since 2011 is still in the portfolio, and there is no fund clock forcing a sale. If circumstances ever demanded one, the legacy terms agreed at closing travel with the business.

We connect you with licensed professionals — and in higher tiers we subsidize seller tax and estate planning as part of the deal structure.