15-19% Equity Investment
We invest real capital alongside you in exchange for a minority stake. You remain the majority owner and operator. Our investment ensures we are fully aligned—we only succeed when you do.
The Partnership Advantage
Strategic Deal Guidance
Expert help identifying, evaluating, and negotiating the right small business for your long-term goals.
Deep SBA Experience
Navigate the lending process with a partner who has successfully closed millions in SBA acquisitions.
CFO-Level Insights
Ongoing monthly financial reviews to identify growth opportunities and ensure business health after the close.
A True Sounding Board
Access the experience of a veteran partner who has owned over 20 small businesses across diverse industries.
What I Don’t Do
• I don’t take equity for free. I invest real capital alongside you to ensure true alignment and skin in the game.
• I don’t run your business for you. I am a strategic partner and sounding board, not the operator or decision-maker.
• I don’t invest in deals I don’t believe in. My commitment is financial as well as strategic, so I only partner when I have conviction.