About

We are a private investment firm based in Phoenix, Arizona, making long-term investments with a focus on non-digital traditional businesses.

We specialize in acquiring businesses from retiring owners who care deeply about preserving their legacy. Our focus is on ensuring a seamless transition, maintaining the integrity of what they’ve built, and carrying their vision forward with respect and dedication. 

Equally important, we are committed to retaining and taking care of all employees, ensuring they remain valued members of the team throughout and beyond the transition. 

The firm prides itself on its operational expertise and is dedicated to supporting overlooked businesses that have stood the test of time and are poised for continued success. 

Transaction Types

• Control Equity Buyouts
• Majority Recapitalizations
• Management Buyout
• Family Succession
• Growth Equity

Company Characteristics

• EBITDA or Annual Cash Flow Greater than $500K and up to $3M
• Diverse Customer Base
• Founder or Family Led
• Demonstrated Consistent Earning Power (future projections are of little interest to us)
• Simple Business (if there is a lot of technology, we won't understand it)
• Repeat Customers
• Lower 48 States

Business Types

• Business Services
• Consumer Services
• Light Manufacturing
• Niche Distribution
• Healthcare Services