Our Approach

Searching for a single platform company to acquire and grow for the long-term.

Ideal Company Attributes

Size

Revenue between $5 - $50 million and pre-tax profits between $1 - $10 million

Total enterprise value between $5 - $50 million

Growth

Consistent history of growth (7%+ 3-year average)

Operating within a market primed for growth and long-term potential

Customers

No major reliance on a single customer or handful of customers

Longstanding customer relationships with a pattern of steady and repeat business

Employees

Talented team of employees excited about a next chapter of growth under new leadership

One or a few high-potential leaders possessing the skills, talent and ambition to accept new challenges

Reputation and Values

Strong reputation known for being a trustworthy enterprise and exhibiting a high-degree of ethical standard

Focus Areas

  • Facility Services

    Services supporting the maintenance, safety, and operation of physical infrastructure.

  • TICC

    Testing, inspection, certification and compliance (“TICC”) services and software.

  • Specialty Distribution

    Value-added distributors providing specialized products, equipment, and consumables to technical and regulated end markets.

  • Healthcare Services

    Multi-site healthcare providers delivering clinical and patient care services across several locations.

Transaction Situations

  • Privately-owned by a few shareholders and in search of liquidity and a succession plan.

  • Founder wanting to take a step back from company leadership and assume a more focused functional role (i.e. sales, engineering, tech)

  • Serial entrepreneur ready to transition to the next venture

  • Divestiture of non-core assets or corporate carve-outs

Illustrative Target Sector Examples

  • Lake and pond management services

  • Foundation repair and waterproofing

  • Roofing services, maintenance and repair

  • Cybersecurity audit and certification services

  • Nondestructive testing services (“NDT”)

  • Dental Service Organizations ("DSOs”)

How we’ll operate.

  • Find it.

    Paul will be conducting an exhaustive search to find a company that meets certain target criteria. There is no such thing as a “perfect” company, but there is the “right” company — both financially and culturally.

  • Acquire it.

    After finding the “right” company, and agreeing on mutually acceptable deal terms in a Letter of Intent, Paul will perform confirmatory due diligence involving a review of customer trends, product demos, growth initiatives, development roadmap, and financial statements. He will also involve third-party experts to help review other functional areas of the business including tax, legal, insurance and benefits, IT and cybersecurity.

  • Grow it.

    Upon acquisition, Paul will assume the CEO/President position, work with departing ownership through a transition period, and grow the business indefinitely with the support of the current team and a newly formed Board of Directors. Unlike other investors or acquirers, he’ll be personally invested in the outcome and focused on creating value over the long-term. A few value creation levers Paul has exectued in the past include improving go-to-market, adding maturity to product development, optimizing scalable business processes, and acquiring other companies in adjacent markets.