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Individual Accredited Investors

Utah Lower Middle Market Directory

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Top Individual Accredited Investors in Utah

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Members (23 results)

TBD - HoldCo

Individual Accredited Investor

    This member has no reported closed transactions.

Trevor Schow & Danny Morgan | Owner-Operator BuyersWe are two IT and finance professionals pursuing a first business acquisition as a full-time career transition — not a flip, not a PE roll-up.Who we are:Trevor brings 15+ years in enterprise IT and cloud infrastructure, currently a Senior Customer Solutions Manager at AWS managing a Fortune 500 account. Prior experience spans systems architecture, storage engineering, and operational management at the LDS Church's corporate IT division. He holds an MSIS from the University of Utah and started his career in accounting at a CPA firm —…

Landry Redd

Individual Accredited Investor

    This member has no reported closed transactions.

I am a technology professional with over 20 years of experience in software development and IT services, including the private and public sectors. I am now seeking to acquire and operationally transform a profitable technology services business.I hold a Master's in Real Estate Development from the University of Utah, giving me a deal-oriented lens that complements my technical background. My acquisition thesis is straightforward: identify a well-run MSP or IT services firm with loyal clients and strong recurring revenue, step in as the operating leader, and systematically deploy AI-driven…

VP FP&A M&A

Individual Accredited Investor

    This member has no reported closed transactions.

Individual investor or search fund candidate with 18 years of executive leadership experience, MBA educated and buy side M&A deal size up to $120 Million. Sell side M&A deal size of $1.3 Billion to Bain. Accredited investor: I am interested in great businesses transacting between $1-$5 Million. I have down payment and pre approval financing lined up for this deal size via live oak bank. Search fund candidate: For larger deals. interested in potential businesses valued in the $5 - $30 Million+ range.

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