Invest, Acquire, Operate

We invest in small regional businesses going through legacy transitions, partnering with experienced business owners looking to begin phasing out. Our focus is on established businesses with strong foundations, differentiating value propositions, and healthy revenue streams. We build upon the legacy and credibility, staying true to their cultures and preparing the business for sustainable multi-generational growth.

Investment & Acquisition Criteria

  • Sticky sectors where we know we can add value:

    • B2B industrial trade services (eg. HVAC, construction, environmental, landscaping)

    • Specialty manufacturing with high margin, competitive proprietary products and a stable local workforce

    • Niche distribution and logistics, niece wholesalers and specialized 3PL.

    • Professional property management (ie. commercial, residential)

    • White collar franchises (eg. senior care, consulting, tax prep)

  • Well established businesses with strong regional presence, deep roots and credibility with the community:

    • N‍Y Capital Region (Rensselaer, Albany, Saratoga, Schenectady, Greene, Washington, Columbia counties)

    • North Country (Warren, Essex, Franklin, Hamilton counties)

    • Southern Vermont (Bennington, Windham, Rutland counties)

    • Western Massachusetts (Berkshire, Franklin, Hampshire, Hampden)

    • Central NY

  • Healthy businesses, with legacies to build upon and carry forward:

    • Broad customer base with large anchor contracts, and diverse array of small contacts..

    • Proven resilience with 10+ years of operations

    • Healthy financials, $750k-$2m EBITDA

    • Dedicated employee base looking to stay on and grow.

  • Business owners looking to legacy transition, and eventually exit. Partners are hands on for a period of time to ensure a smooth transition. Durations, ownership stakes, and structures of these transitions will vary by business.

Let's Partner