I am an experienced executive operator and disciplined acquisition buyer focused on acquiring and scaling high-quality lower-middle-market businesses. I currently serve in a C-level data and AI leadership role within a regulated healthcare organization, where I lead enterprise-scale transformation,…
I am an experienced executive operator and disciplined acquisition buyer focused on acquiring and scaling high-quality lower-middle-market businesses. I currently serve in a C-level data and AI leadership role within a regulated healthcare organization, where I lead enterprise-scale transformation, operational strategy, and capital allocation decisions. My background combines deep operational rigor, data-driven decision-making, and long-term value creation.
I am seeking majority or meaningful minority ownership in profitable, defensible businesses with strong fundamentals, recurring or repeat revenue, and capable teams already in place. My primary focus areas include healthcare services, healthcare distribution and equipment, B2B services, specialty manufacturing, and asset-light or asset-backed businesses where professional management and systems—not the owner—drive day-to-day operations.
My investment criteria generally include:
$1M–$6M in revenue
$300K–$1.5M in EBITDA / SDE
Stable or growing cash flow with clear drivers
Opportunities where a general manager or leadership team can remain post-close
Willingness by sellers to support a thoughtful transition
I am a long-term owner, not a financial flipper. My approach emphasizes preserving legacy, retaining employees, and investing in systems, technology, and measured growth rather than aggressive cost-cutting. I am comfortable partnering with founders on structured transitions, seller financing, or minority rollovers where aligned.
I am well-capitalized, SBA-literate, decisive, and respectful of broker processes. I value transparency, speed, and professionalism on both sides of the table and aim to be an easy buyer to work with.
If you represent a business owner looking for a responsible, operator-minded buyer who can close and steward the business into its next chapter, I welcome the conversation.
Team (1)
Sectors Data+Mastery+Consulting+LLC serves:
Business Services
Technology
Distribution
Financial Services
Health Care
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