Casey Nelsen is an accomplished investment leader with nearly two decades of experience in asset management, portfolio strategy, and institutional investment oversight. He currently serves as Chief Investment Officer (CIO) at a registered investment advisory firm, where he directs investment strategy and oversees portfolio management across the platform. Over the course of his career, Casey has progressed from equity research analyst to CIO, building deep expertise at every level of the investment process. As a long-tenured voting member of an investment committee responsible for managing…
Samantha Papir is a dedicated investor seeking to acquire an evergreen small to medium sized business. Ideally, she would like a business with long-term contracts that has recurring revenue and is not tied to the broader capital markets. Post acquisition, Samantha plans to work closely with the company to drive measurable value for all stakeholders.
2142051 Alb Ltd. is a family office focused on small to medium sized acquisitions. We partner with exceptional companies seeking the next stage of growth. Post acquisition, we work closely with our portfolio companies to drive measurable value for all stakeholders.
We are experienced at starting and acquiring businesses. Having successfully started one business and completed an asset sale and acquired two tech-focused businesses. We have experience in financial services, health care, and certain physical sciences. We’d like to acquire a North Carolina-based business that is larger and established. We're industry agnostic, but would prefer a business in the industry where we have experience.
I manage an IT consulting company that provides digital modernization, advanced analytics, operational consulting and biometrics and interested in making investments in and out of my primary industry.
Previously led special projects at Ranger Global Advisors, a high net worth single family office. Spinning out of the office with capital specifically to look at Title Agencies and other strong cash flow businesses.
Sandstone Capital is an investment fund focused on long-term investments in public and private companies in the US, India, and China. Sandstone and its affiliates have offices in Boston, Mauritius, and Mumbai. At Sandstone, our investments are managed by a small team that shares a common passion for investing. We invest across all sectors and market capitalizations. We look for exceptional companies with strong fundamentals, world-class management teams, extraordinary growth and clear competitive strengths.
Brooklake Management seeks to acquire U.S.-based businesses with durable and consistent profitability, attractive growth prospects, and understandable operating models. Brooklake intends to own, operate, invest in, and continue building these businesses over a long-term horizon.
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PRAN Holdings is a private equity firm that specializes in acquiring established and profitable businesses in Southern California. The firm is led by operator Niten Kapadia and is committed to long-term ownership of its acquisitions. PRAN Holdings focuses on identifying businesses with strong operational foundations and potential for sustained growth, ensuring that they continue to thrive under its stewardship. With a strategic approach to investment, PRAN Holdings aims to enhance the value of its portfolio companies through careful management and strategic oversight.
Mission Coast Ventures is a firm dedicated to acquiring and nurturing service-oriented businesses. With a strategic focus on essential, service-driven enterprises, the firm emphasizes both people and performance in its investment approach. Based in Traverse City, Michigan, Mission Coast Ventures partners with companies to enhance resilience and foster growth, building resilient businesses rooted in legacy. Their investment strategy is centered on stewardship and growth, ensuring that the businesses they acquire are well-positioned for long-term success.
Chastain Equity LLC is the Prema Family Office, a permanent-hold acquirer of essential service businesses based in Atlanta, GA. We are seeking owner-operated companies with strong fundamentals, stable cash flows, and clear growth potential. We buy to hold, not to flip — preserving teams, brands, and the legacies that owners have built.
MBA-backed entrepreneur seeking to acquire and operate a profitable U.S.-based lower middle market business. Focused on companies with durable cash flow, strong recurring revenue, and capable teams. Long-term owner-operator with hands-on involvement in operations, sales execution, and strategic growth.
I'm an acquisition entrepreneur, looking to acquire a business in Calgary and area that is B2B with recession proof, recurring revenue business model. Particularly interested in wholesale/distribution businesses.
Sinclair Ventures is a specialized firm offering fractional COO and leadership coaching services, headquartered in Austin, TX. The company focuses on providing executive services on a part-time basis, helping businesses optimize their operations and build effective leadership teams. By emphasizing collaboration and accountability, Sinclair Ventures aims to drive growth and efficiency for its clients. Serving a global clientele, they are dedicated to freeing up business leaders to focus on strategic initiatives and future growth opportunities.
RayLio Holdings is a long-term, family-backed investment platform focused on acquiring and operating essential, asset-intensive lower middle-market businesses in the U.S. We partner with owners seeking a thoughtful transition and prioritize continuity, legacy preservation, and operational stability.Our investment focus includes regulated or route-based service businesses such as portable sanitation and liquid waste, funeral homes and crematories, HVAC, plumbing, electrical services, laundromats, and other essential trade and infrastructure-related sectors. We target businesses with $2M–$10M…
I am an individual investor looking to acquire industrial manufacturing or service companies with trailing 12 month EBITDA from $0.5M - $5M. I am based out of Michigan so I'm interested in midwest companies however I have a preference for opportunities within Michigan.
I am a finance professional actively seeking to acquire a recession-resistant business in the essential services sector. I bring a strong background in financial analysis, deal structuring, and capital markets, and am well-equipped to evaluate complex transactions, manage debt financing, and drive operational improvements through financial discipline. I am comfortable working with SBA and conventional financing structures.My ideal acquisition has existing management in place, allowing for a semi-absentee ownership model where I oversee financial performance, contracts, and strategic direction…
Having worked on multimillion dollar M&A and debt financingtransactions in Big Law, I have the ability, liquidity, and tenacityto close a deal. And having dealt with outsized demands on adaily basis in Hollywood, I have the temperament and gritto power through the bumps in the road along the way.
Overlook Global is a sponsor-led investment platform focused on real assets and private credit. We originate, structure, and manage asset-backed investments with an emphasis on disciplined underwriting, downside protection, and long-term alignment.
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