Individual investor pursuing acquisition of one SMB to own & operate. NYC metro area or remote friendly. Background in M&A integration and strategic operations (SaaS expertise). Particular interest in (digital) marketing agencies or small SaaS with partial product-market fit.
I am building an operator-led acquisition platform focused on acquiring technically excellent, under-scaled businesses with strong products but weak go-to-market systems. The platform’s core value creation comes from engineering discipline, brand coherence, sales enablement, and operational integration—allowing acquired companies to scale without sacrificing craftsmanship, quality, or culture.
West Race Holdings buys successful, profitable businesses from retiring owners in the South Bend-Elkhart, IN region and surrounding counties. We focus on manufacturing, technical services, and other technical industries ($500k-$1.5M EBITDA, 10-50 employees) being sold for succession/retirement reasons. Our strategy is long-term, focusing on local ownership, and indefinite hold.
I’m a long-term buyer seeking to step in as an owner-operator, not a passive investor. My goal is to acquire one strong business where I can work alongside the existing team, preserve what’s working, and drive sustainable growth over time.
We aim to foster the growth and expansion of existing businesses by providing patient, long-term investments and developing strong, trusting relationships over time.
Ryan currently serves as Vice President of Operations at a full-service material handling and warehouse solutions dealership headquartered in Charlotte, NC, with locations across NC, SC, GA, AL, and TN. In his 8 years at LiftOne, Ryan has managed P&L responsibility across service and parts operations in five states with approximately $200 million in annual revenue, and has led three acquisitions of businesses ranging from $30M to $80M in revenue — overseeing due diligence and post-close integration for each. Prior to LiftOne, Ryan spent two years as a consultant at McKinsey &…
Montalto Partners is an investment firm that is looking to acquire, and operate +$1M EBIDTA businesses. We are an entrepreneurial team led by a 25 year corporate development professional with broad experience across a number of sectors including media and entertainment, technology, healthcare and business services.
I am VP of Business Development for a $200mm revenue construction company. We have offices in Chicago, IL and Atlanta, GA. We are actively pursuing M&A activities in the Georgia market.I also own Strategic Partners 3.0, Inc. which is an established MBE. SP 3.0, Inc. is positioned to invest my capital along with access to a family office, some high-net-worth individual executives, and entrepreneurs on the equity side.
napiii is a New Jersey-based investment firm acquiring profitable service and distribution businesses with $500K+ EBITDA across the Northeast. We pursue AI-resilient companies with long-term durability, essential demand, and growth potential under a GM-led model. Our team brings operational rigor, institutional financing relationships, and a long-hold mindset. We move decisively, value seller relationships, and structure transitions with continuity in mind. We prefer asset deals with seller rollover or financing options. If you’re representing a motivated seller seeking a legacy-minded…
I am an experienced operator and investor seeking majority or full buyouts of lower-middle-market B2B and business services companies. I bring 15+ years of CEO and senior operating experience with full P&L ownership across healthcare and services businesses, including scaling multi-site platforms and leading institutional transactions. I have served as President of Medici and CEO of Health By Design where I increased EBITDA, doubled margins, and positioned the business for a sale generating 2.5x capital returns. Previously, I was EVP of Operations at Intuitive Health, a…
AMG Capital is a company located in Oklahoma City, Oklahoma, United States. The company operates from its primary office at in Nichols Hills, OK. AMG Capital is involved in the financial sector, focusing on investments and capital management. The company is positioned to serve clients with strategic financial solutions and investment opportunities, leveraging its expertise in the market to provide value and growth potential. With a commitment to excellence, AMG Capital aims to deliver tailored financial services that meet the diverse needs of its clientele.
At Gulnar LLC, we are a family office-backed private investment firm focused on acquiring and growing small, privately held businesses with revenues under $20 million. We specialize in lower-middle market opportunities that are often overlooked by traditional PE firms, offering flexible capital, operational support, and a long-term investment horizon.
Jarrett Grains, LLC is focused on small to medium sized acquisitions and investments. We are experienced investors and operators who recognize the value of long term opportunities with talented and dedicated partners. Our team seeks to add value to every opportunity for the benefit of all involved.
Wind Tree Capital is a Houston-based acquisition firm led by Samir Undavia, an investment banking professional and Cornell MBA candidate (May 2026). Samir has owned and operated commercial real estate investments and founded multiple technology companies, with prior experience in healthcare operations and billing, including developing billing software and advising healthcare businesses as a technology and strategy consultant. Wind Tree Capital is pursuing an individual, owner-operator acquisition structured with a combination of cash and SBA financing, with $500,000–$1,000,000 of liquid…
Accredited investor with ownership interests across a portfolio of lower middle-market businesses. Brings a strong network of operators, investors, and advisors to source opportunities, support diligence, and drive value creation post-acquisition.
Trevale Holdings is a family-owned holding company dedicated to preserving the legacy of American business owners through strategic transitions of management and ownership. Founded by Jordan Carter, the company specializes in B2B Services, Blue Collar Services, and Specialty Distribution businesses nationwide. Trevale emphasizes long-term investments with a permanent owner mindset, prioritizing legacy preservation. Trevale is committed to maintaining the rich heritage and keeping each business 100% independent while ensuring continued success and growth over the decades ahead.
River Rock Capital is an independent sponsor acquiring mature, operationally focused businesses with consistent historical EBITDA of $1.0M to $3.0M. We seek majority control investments coupled with a close partnership with ownership.
Canadian private equity investor with over 15 years of experience, currently focused on direct investments in Industrials at Mubadala Investment Company (a $280bn AUM investment fund). Currently leading business development activities in the Americas, based out of the firm’s New York office, and responsible for building deep relationships with leading entrepreneurs, corporates and potential partners in the sector, in addition to managing deal teams through end-to-end structuring and execution of transactions and asset management on key assets. Preparing to launch a private equity fund…
Currently own & operate a $65M/year portfolio of operating business.Seeking to enter the US market via a strategic acquisition of a small/medium sized enterprise in Central Florida. Ideally Orlando, Florida.
Sanitas Capital is a Cincinnati-based acquirer and operator of privately-held small to medium sized businesses in the Midwest, primarily focused in Ohio, Kentucky, Michigan, and Indiana. Our approach is grounded in transparency, flexibility, and a passion for small businesses and the communities in which they operate.Each situation is unique, whether you are looking for an alternative succession plan or aspire to grow your business beyond its current state, we can help.
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