Criteria we provide

Financial

EBITDA:$500,000 to$2,000.000
Asset-Light

Location

California

Owner

Seeking full liquidity event
Desires a transition out of the business

Business Profile

Type: B2B businesses (>60% of revenue from business customers)
Track record: Consistent revenues and profitability
Industry: Not sensitive to economic cycles, technology advancements, or regulatory risks

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Founder Partner

Team

Sam Roasti

M&A Advisor,Pursuant Capital

Bruce Marks

SBA Lender,First Bank of the Lake

Mike Jerman

Quality of Earnings,Hollywell Partners

Kevin Henderson

Legal,SMB Law Group

Josh Richman

Insurance,Symphony Risk

Maher Adbuselam

Tax,Builders CPA

Process

Week 1 - 2: NDA & Introductory meetings
Week 3 - 4: Initial analysis and LOI
Week 5 - 12: Due diligence
Week 12 - 24: Closing

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