Overview
I build and acquire profitable, well-fundamentaled businesses with strong recurring revenue, positive unit economics, and clear operational improvement potential. The focus is on companies with sustainable competitive advantages, professional management, and scalable models.
Acquisitions are strategic—not speculative. Each company acquired must meet rigorous financial criteria, operational standards, and fit the broader capital allocation framework. The goal is institutional-grade ownership with long-term cash generation.
Investment Criteria
Financial Strength
Profitable with positive net income, strong recurring revenue, stable customer base, and clean financial reporting. Clear cash flow and unit economics.
Operational Improvement
Identified pathways for operational enhancement, efficiency gains, scaling, or revenue expansion that enhance profitability.
Market Position
Clear competitive advantages, defensible market position, or opportunities for geographic or product expansion.
Management & Culture
Professional management team, strong culture, institutional discipline, and capacity for strategic growth.
Strategic Fit
Alignment with broader capital allocation strategy and portfolio diversification across industries.
Acquisition Process
1. Initial Review & Outreach
Identify opportunities through market analysis, broker relationships, and direct outreach. Preliminary discussion to understand seller motivations and company overview.
2. Financial Analysis
Deep-dive into financials, metrics, profitability, cash flow, and valuation. Assess growth trajectory and market positioning.
3. Due Diligence
Comprehensive operational and legal due diligence. Management interviews, customer/vendor verification, competitive analysis.
4. Transaction Structuring
Negotiate terms, structure deal (full acquisition, majority ownership, strategic partnership), define management continuity.
5. Closing & Integration
Execute transaction, establish governance framework, implement operational improvements, and position for long-term growth.