The Courtney Group, Incorporated is a private investment firm with a focus on business services, chemical, consumer, distribution, financial services, healthcare, manufacturing, and technology. We have invested in 25 companies since 1999. We are different from some other buyers in that (1) we are flexible about the size of our investment -- from $1 million to $200 million in equity, and (2) that we can own a business for 20 years or more.We seek control and non-control equity investments in businesses with EBITDA of $2 million to $50 million. We often acquire businesses from founders seeking…
Teamshares is one of America’s largest buyers of small businesses from retiring business owners. Since our inception in 2019, we've purchased over 95 transactions closed across 32 states and 40+ industries, along with committed capital to close 100 more transactions this year.
Tide Rock is a holding company that acquires a controlling interest in differentiated business-to-business companies in the lower middle market ($2-10M EBITDA for platforms). The firm is managed by experienced operators and finance professionals who have scaled businesses in various industries.We approach investment with a long-term perspective and with the goal of growing earnings while making regular distributions to all stakeholders.In partnering with Tide Rock, companies gain access, as needed, to our shared back-office team, which includes outsourced accounting & finance, talent…
We are looking for small and medium businesses with exceptionally big moats. The world of business is intensely competitive whether you are large or small, and we are not interested in competing on the basis of lowest price. We are looking for businesses that are the absolute best at what they do and make their customers extremely happy. This will typically be indicated by organic sales growth, little to no spending on sales & marketing, and relatively high margins.The more specific your niche, the more excited we are. The longer you have built your brand and/or reputation, the stronger base…
Kingsway Financial Services (“Kingsway”) is a publicly traded holding company that trades on the NYSE under the ticker “KFS.” Kingsway aspires to compound intrinsic value per share at high rates over the long-term through efficient operations and thoughtful capital allocation. Kingsway owns or controls subsidiaries primarily in the extended warranty, asset management, and real estate industries.The CEO Accelerator Program is a unique, new program under the Kingsway umbrella. The program is dedicated to finding talented, early-in-career managers that will source, acquire, and manage…
Shaker Valley Capital Partners LLC is a Boston based investment firm focused on acquiring small middle market business. We are not a fund and no planned exit strategy. Investments are made with infinite holding periods in mind. Acquisition capital is secured. There is no capital raising risk. All deals structured with little leverage. We want all decisions made with the long-term health of the business as the only priority. We intend to take advantage of industry volatility. We prefer to buy healthy businesses and then overlay a sensible growth strategy. Each…
Private investment firm focused on family-built companies with durable value propositions, strong leadership, and ambition for the future. Our operating philosophy is oriented around long-term sustainability and success, not short-term scale. We invest with no near-term intention of selling and believe that through true partnership we can provide lasting impact for founders, management, and employees. We understand that People and Culture are the secrets to any business' success and so hold deeply the responsibility to continue the legacy that a founder has built.Principals have extensive…
Guided by our purpose of nurturing well-being to enhance life, motivated by our endless curiosity, and knowing we live in a world full of opportunities, we are here to make a difference. Because we believe in ideas inspired by our higher purpose, we believe in knowledge, technology, innovation, and life sciences, we believe in making meaningful connections, we believe in taking wise risks and discovering new and better ways to make things happen. We believe in the transformative power of teamwork. Because we are listeners, thinkers, and doers, we are infinitely curious, explorers and…
We're looking to acquire family-owned, well established businesses with $500k to $3mio of EBITDA. Our focus is to invest in profitable companies that have been in business for several years, have an established customer base, don't require significant effort or a large team to operate, and have good margins. We’re initially self funded, but with the objective to partner with investors on multiple acquitions and building a $100mio Holding company in 10 years.
Compounding Labs invests in recurring revenue businesses in niche markets. Distinct from a traditional investment firm, we are defined by a unique personal capital base, a multi-decade time horizon, and a highly entrepreneurial ethos.The partnership manages the personal wealth of Will Thorndike (Founder of Housatonic Partners), Kent Weaver (CEO of Progressive Homecare), Jay Davis and Jason Pananos (Co-CEOs of Vector Disease Control, Lecturers at Harvard Business School). The partnership manages several hundred million dollars of evergreen capital, all of which belongs to the named partners…
Cornerstone Capital Holdings is a private investment firm seeking acquisition opportunities in the lower end of the middle market. Formed in 2000 with offices in Los Angeles and Philadelphia, our goal is to acquire controlling interests in leveraged buyout transactions throughout the continental United States.Our primary focus is to acquire low-tech manufacturing and industrial service companies with adjusted operating profits ranging from $1 million to $10 million annually.Ideal acquisition candidates will have: either a niche product or differentiating service;be operating in a mature,…
DFS is a PE Owned holding company actively looking to acquire distribution (non-food), technology, and manufacturing companies in and around the foodservice, hospitality, and beverage space. We have 5 distribution facilities across the U.S. and are looking for acquisitions which expand our presence and/or present opportunities in tangential spaces.
RAF was founded in 1979, with an executive team whose average tenure is greater than 20 years with the firm. Since inception, our focus has been on partnering with strong founders and/or management teams that present a unique vision and strong values. Our small group of value-added in investors, have a permanent commitment to our enterprise. All of our equity capital is fully recyclable.We have a long-term vision and have held a number of our portfolio companies for 10+ years. Our company structure eliminates the need for short-term realization due to liquidity requirements. Our financing is…
Davenport Capital Management, LLC (“DCM”) is a private advisory and investment firm focused on advising, acquiring, managing and growing privately-held businesses. DCM partners with profitable companies that possess a strong industry presence, or a defensible niche position, and are poised to benefit from growth through capital investments, operational efficiencies and/or add-on acquisitions. DCM maintains a cohesive, multi-faceted team with deep operational and finance experience coupled with meaningful industry relationships. The team reflects a differentiated combination of skill-sets…
Tiny is a family of ~40 wonderful businesses located around the world. We are long-term investors and are not interested in flipping businesses, instead we form meaningful partnerships focused on preserving and growing the legacy of the businesses we own.Our goal is to buy businesses that are enduringly profitable and provide a great quality product or service to their customers. We are hands-off investors and seek to support existing management and or find external operators who are a good match for the business.We generally shy away from using debt, and instead prefer mostly cash deals. If…
The Pine Street Group is an investment holding company focused on investing in middle and lower-middle market businesses in a variety of industries. Our primary industries of focus include healthcare services, chemicals, financials, business services, franchise businesses, media, and agriculture. We have a highly flexible mandate enabling us to invest across capital structures and deal types. The Pine Street team has experience executing well over $1 billion in transaction value with over a decade of combined experience.
Western Capital Resources (WCR) is a publicly traded holding company based in Omaha, Nebraska. WCR is focused on growing through the acquisition of established lower middle market businesses with up to $100 million in sales. WCR is industry agnostic and targets leaders in niche industries or geographies as well as opportunistic purchases of businesses that WCR can improve operationally. WCR has a particular interest in situations involving companies facing succession dilemmas, corporate divestitures and businesses in out-of-favor industries. Current holdings include companies in the…
CGC is a privately‐owned global investor, owner and operator of companies with more than 200 years of history across the food and agribusiness spectrum. We create long‐term value by applying deep industry knowledge, capital and talent to businesses ranging from established market leaders to promising innovators.We focus on building platforms that leverage our strategic expertise in food production, processing, and distribution, supporting strong management teams.We bring a long‐term ownership mindset, focusing on investment and operating plans that create long‐lasting value and a…
PE Management Group is a holding company firm 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.
Helio Next is a private holding company that is focused on acquiring & operating scalable businesses. We are mostly industry agnostic when considering potential opportunities, but our current focus is on organizations with sustainable, long-term operations in the following categories: industrial manufacturing, equipment manufacturing, coatings & specialty chemical manufacturing, industrial services, coatings services, aftermarket automotive, and niche e-commerce. We look to leverage our wide range of relevant industry relationships and a growing network of internal resources to strengthen…
