PRESERVING LEGACIES + SUPPORTING BUSINESSES FOR LONG-TERM SUCCESS
our approach
As a family-backed investment firm, our competitive advantage lies in our long-term perspective and commitment to your business’s enduring success.
We partner with management teams to drive growth through industry-leading practices and a people-first culture.
We’re not just investors; we are partners dedicated to providing your business with a permanent home where it can continue to flourish for years to come.
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By working closely with management teams, we ensure a seamless transition and build a sustainable future, maintaining the values and strengths that made the business successful.
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We align with business owners who share our commitment to creating a people-first culture, ensuring that the well-being, growth, and development of the team remain central as we guide the business toward long-term success.
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Our seasoned team brings deep operational and financial expertise, enabling us to implement growth strategies and improve operational efficiency.
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We build relationships on trust, maintaining open communication and transparency with business owners, employees, and stakeholders.
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We provide the resources and time needed to support the business’s long-term growth without pressure for short-term returns, ensuring a stable path to future success.
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Our aim is to drive the sustained growth of each business we acquire, creating opportunities for innovation, market expansion, and long-term prosperity.
what we look for
1
Financials
$750k-3.0M in Annual EBITDA
EBITDA Margin 20%+
Moderate to low capex requirement
Consistent historical cashflow generation
2
business
Strong reputation
Recurring or re-occurring services or products
Diversified customer base
Strong culture and employee base
Sustainable competitive advantage
Opportunities for operational improvements and efficiency gains
3
industry
Business and Government services
Niche/asset-light Manufacturing
Non-discretionary home services
Healthcare services
MEET THE TEAM
LOUIE Brock
Louie Brock’s career has been built on the belief that strong teamwork and a positive culture are the cornerstones of success. With 13 years of experience as a US Navy SEAL, Louie has led and trained diverse teams in some of the most challenging environments imaginable. Through it all, he has learned that a unified team, driven by trust and shared values, can overcome any obstacle. This deep understanding of leadership and team dynamics has become his guiding principle in business.
Louie’s passion lies in empowering people—he thrives on building environments where teams feel supported, motivated, and aligned with the company’s mission. His experience managing high-pressure, high-stakes projects has taught him that success isn’t just about results; it’s about creating a culture where everyone can contribute their best. Whether he’s leading a business or mentoring a team, Louie’s focus is always on fostering a strong sense of collaboration and purpose, ensuring that the company thrives from the inside out.
JOHN MCLEOD
John’s deep passion for entrepreneurs has been a constant throughout his life. Growing up in a household of business owners, and further shaped by his experiences working as a caddy from ages 11-18 at the local golf course, John had the privilege of building relationships with exceptional investors and entrepreneurs. He was inspired by their vision, drive, and passion, sparking his own love for business at an early age.
After over 11 successful years in investment banking—closing more than 40 deals and helping businesses grow through mergers, acquisitions, and capital raises—John has returned to his true passion: working directly in small businesses. Now, he uses his expertise to help small businesses grow, scale, and realize their full potential, bringing the same commitment to their success that inspired him from the start.
contact us
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