I am an independent investor and operator seeking to acquire a fundamentally strong, scalable business in the lower middle market, targeting $1M to $3M in EBITDA. My primary focus is providing a seamless, respectful succession plan for retiring founders who want to ensure their legacy, brand, and em…
I am an independent investor and operator seeking to acquire a fundamentally strong, scalable business in the lower middle market, targeting $1M to $3M in EBITDA. My primary focus is providing a seamless, respectful succession plan for retiring founders who want to ensure their legacy, brand, and employees are protected after they exit.
Bringing a background in sophisticated financial diligence, institutional project management, and modern operational architecture, I offer flexible, creative transaction structures tailored to a seller's specific timeline and tax goals. I am not a traditional private equity firm looking for a quick flip; my objective is to step into the owner's shoes, honor the culture they have established, and implement the systems and capital necessary for the next decade of growth. I prioritize transparency, absolute discretion, and closing certainty from the first conversation to the final wire.
Team (1)
Sectors Juncture serves:
Business Services
Consumer Services
Retail
Industrials
Distribution
Health Care
Materials
Technology
Energy & Utilities
Financial Services
Life Sciences
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