Accredited Investor Seeking deal closure 2026–mid-2027About me: I'm a former Amazon and Microsoft Account Executive and I'm ready to do something different. I want to grow an existing business, work on things I control, and actually deploy capital toward something tangible before retirement.What I'm…
About me: I'm a former Amazon and Microsoft Account Executive and I'm ready to do something different. I want to grow an existing business, work on things I control, and actually deploy capital toward something tangible before retirement.
Specialty distribution & established services — profitable, repeatable, semi-absentee. HVAC, industrial MRO, specialty supply, specialty transportation. etc. Willing to look at B2B services with strong ops talent in place.
Franchise rollups — multi-unit plays that solve operator economics through scale.
Deal structure I prefer: SBA 7(a). Seller financing as kicker. Geographic sweet spot is MA(preferred) /RI/NH
Walk-aways: Customer concentration >40%, churn >3%, all-cash requirement, key-person dependency on the seller, unverified SDE, or anything without genuine at least Semi-absentee runway.
Why invest with me? I bring rigor to diligence, seasoned financial acumen, and the bandwidth to scale. I'm not a passive investor—I engage directly on strategy and operations. And I close. No fluff, mid-2027 timeline's real so will move fast for the right fit.
Team (1)
Sectors Rich Bertone serves:
Consumer Goods
Retail
Business Services
Industrials
Distribution
Materials
Energy & Utilities
Technology
Consumer Services
Health Care
Media
Financial Services
Manufacturing
Real Estate
Life Sciences
Telecommunications
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