Out of fifty people who show up to an ETA conference, roughly fifteen buy a business. A handful build something that compounds. The difference isn't deal flow or financing acumen. It's the operating decade after close. We walk with you from pre-LOI through Year 3.
You’ve run the search. You know the business inside and out. You know exactly how you’re going to improve it. But you don’t have the team to execute against that plan. You don’t have a CFO. You don’t have an operations lead. You don’t have someone to handle the financials so you can focus on running the business.
You close the deal and suddenly you’re covering multiple jobs: revenue growth, operations, finance, culture. You’re the bottleneck again. The improvements you planned get delayed. The financial infrastructure falls apart. Your investors get nervous.
That’s where most search fund deals falter. Not because the thesis is wrong. But because the buyer doesn’t have the team to execute it.
We help with diligence. We close the deal with you. We stay embedded through execution and exit. That’s the full partnership.
Operator-grade Quality of Earnings for sub-$2M EBITDA targets, the ones upmarket firms decline. Working-capital peg modeled to CCC times daily sales. Pair with Operational & Commercial DD: 8 to 12 customer interviews, leadership-bench read, supply chain, capex, market read.
Install financial infrastructure. Map the business. Understand cash flow. Establish operating cadence. Get the basics right while you integrate and plan.
Run the playbook. Improve unit economics. Build the management team. Deploy capital strategically. We work alongside you every step.
Expand revenue. Acquire bolt-on businesses. Prepare for the next chapter. We stay embedded as your CFO Partner and Operating Partner through the years that make or break the deal.
“The difference between a deal that works and a deal that explodes is usually the operating partner. We are that partner.”
We have skin in the game.
100+ Quality of Earnings engagements. We've analyzed more deal targets than most investors. We know what breakage looks like, what unit economics matter, and where search funds miss it.
Retainer for the work. Equity participation if the business wins. No commissions. No success fees. No referral kickbacks.
We only take partnerships where we genuinely believe in the thesis and the buyer. We stay embedded through the operating decade after close.
Let’s talk about your thesis and how we can partner on execution.
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