WealthShift Partners is a private investment and operating firm focused on acquiring and growing small to mid-sized professional services companies. We specialize in partnering with stable, cash-flowing businesses that are ready for a new phase of growth. We bring strategic leadership, operational e…
WealthShift Partners is a private investment and operating firm focused on acquiring and growing small to mid-sized professional services companies. We specialize in partnering with stable, cash-flowing businesses that are ready for a new phase of growth. We bring strategic leadership, operational excellence, and capital support to unlock long-term value.
Investment Criteria:
We’re actively looking to acquire a profitable professional services company that fits the following profile:
Annual revenue between $2M and $5M
SDE or EBITDA in the range of $600k to $2M
A seasoned team in place, with key staff expected to remain post-acquisition
Strong marketing and sales processes established
Clear opportunities to add value through strategic direction, operational improvements, and technology modernization
Our Experience:
WealthShift is led by seasoned executives with deep operational and financial experience. Our leadership team includes former senior leaders at Amazon, AWS, and Integrity Staffing Solutions, where we managed national-scale teams, executed complex transformations, and supported over $600M in annual revenue across multiple sectors. We’ve scaled businesses from $150M to $750M, led M&A diligence and post-acquisition integration, and delivered results in high-growth and private equity-backed environments.
What Sets Us Apart:
We apply the rigor of private equity with the mindset of operators. We’re not passive investors. We actively manage and support the companies we acquire to ensure successful transitions, healthy growth, and sustainable returns. Our approach is collaborative, strategic, and values-driven. We pride ourselves on moving efficiently and respectfully with owners, brokers, and intermediaries.
We welcome introductions to businesses that fit our investment criteria and are prepared to move decisively for the right opportunity.
Team (1)
Sectors WealthShift Partners serves:
Consumer Goods
Retail
Business Services
Distribution
Industrials
Consumer Services
Materials
Technology
Energy & Utilities
Media
Financial Services
Manufacturing
Real Estate
Health Care
Life Sciences
Join Axial's Private M&A Platform
WealthShift Partners connects with qualified M&A advisors through the Axial Platform.
Looking for Buyers?
Reach this investor and hundreds more on Axial. No cost to advisors.
