I am a technology executive and operations leader with 20+ years of experience managing cross-functional teams, complex budgets, and scaled operational transformations. I am pursuing my first acquisition — a single, established small-to-medium business I intend to own and personally operate, backed…
I am a technology executive and operations leader with 20+ years of experience managing cross-functional teams, complex budgets, and scaled operational transformations. I am pursuing my first acquisition — a single, established small-to-medium business I intend to own and personally operate, backed by an advisory team of PE professionals and conventional lenders.
I am a self-funded individual buyer with a defined capital plan:
Equity: personal capital
Debt: a mix of conventional / asset-based financing and SBA programs, sized to the target's cash flow
Seller side: I am receptive to a meaningful seller note (including standby) and performance-based earnouts that align my upside with the business's results
What I'm looking for:
Sectors: home & commercial services (HVAC, plumbing, landscaping), niche B2B services, tech-enabled business services
Geography: strong preference for the Midwest / Chicagoland; open to strong asset-heavy businesses nationwide
Situation: retiring or transitioning owners who want a smooth, legacy-preserving handoff
How I operate: fast, disciplined due diligence and quick movement to LOI. I am a full-time owner, not a portfolio play — I will protect the team culture and client relationships that built the business, then layer in modern operating systems (quoting, dispatch, CRM, KPI reporting) to drive durable growth.
