Company OverviewUmara Holdings is a California-based long-term holding company focused on acquiring and operating established lower middle market businesses across the Western United States.We seek durable, cash-flowing companies with strong fundamentals, recurring or repeat demand, experienced team…
Company Overview
Umara Holdings is a California-based long-term holding company focused on acquiring and operating established lower middle market businesses across the Western United States.
We seek durable, cash-flowing companies with strong fundamentals, recurring or repeat demand, experienced teams, and opportunities for thoughtful operational improvement. Our approach is people-first and long-term oriented: we aim to preserve the seller’s legacy, support employees, strengthen customer relationships, and build enduring value over time.
Umara is characteristics-led rather than strictly industry-led. Our current areas of focus include facility and property services, specialty trade services, environmental services, industrial services, and light manufacturing. We are particularly interested in businesses with stable margins, defensible local reputation, operational complexity, and room for growth through systems, sales discipline, digital marketing, and leadership continuity.
The firm is led by Vishwas Patil, an operator with 16+ years of experience across Google, Meta, and Intuit in scaled operations, program management, vendor ecosystems, revenue operations, risk management, and customer experience strategy. Umara brings an operator mindset, patient capital orientation, and a commitment to shared prosperity for employees, customers, sellers, and local communities.
Investment Criteria
Geography:
California preferred; open to Nevada, Arizona, Oregon, and other Western U.S. markets within reasonable travel distance from the San Francisco Bay Area.
Target size:
- Revenue: $2M–$15M
- EBITDA/SDE: $400K–$1.5M
- Enterprise Value: typically $1.5M–$6M, depending on quality and structure.
Target sectors:
Facility and property services, specialty trades, environmental services, industrial services, light manufacturing, metal fabrication, metal stamping, building products, commercial services, and niche B2B services.
Avoiding:
Restaurants, healthcare, pet businesses, logistics/trucking, SaaS, IT services, e-commerce, and highly speculative or heavily project-based businesses.
For more information - www.umaraholdings.com
