I am motivated to collaborate with owners who are seeking liquidity for their years of hard work.  My goal is to take ownership of a business with strong fundamentals, a dynamic team, and untapped growth potential. 

 Company Characteristics
  • A history of profitability and free cash flow
  • Leaders of a market niche
  • Participating within a fragmented industry
  • Long-term growth prospects
  • Competitive entry barriers and a defensible market position (technological or otherwise)
  • A stable revenue base with recurring characteristics​​
Financial Profile
  • Three years history of stable financial performance
  • Annual EBITDA / Cash Flow / Seller Discretionary Earnings (SDE) of at least $750,000
  • Healthy gross and EBITDA margins
Potential industries
  • Education, Training, Workforce Development
  • Communication Services and Technology
  • Business, Energy, or Financial Services
  • Industrial Products and Technology
  • ​Transportation and Logistical Services
  • Healthcare
  • Or any other overlooked industry doing great things!
Additional Context
  • Primary location or the ability to relocate / establish an office in Northern California
  • Owner motivated to ensure a positive transition, while achieving liquidity for their years of hard work
  • Strong, collaborative team to provide continuity