Target Profile
| Industry / Sector | B2B Services, Home Services, light manufacturing, technology, managed services, and more |
|---|---|
| Revenue Range | $1M - $5M Annual Revenue |
| Cash Flow | $200,000+ SDE |
| Geography | Greater Central Texas area: including New Braunfels, San Marcos, Austin, Round Rock, Georgetown, Manor, Elgin, Temple, and Waco. |
| Deal Structure | SBA(7a) Financing, open to seller financing, open to earn-outs |
My Process
A clear, respectful process designed to move efficiently while protecting confidentiality for sellers and brokers.
1. Introduction & NDA
An initial conversation to understand the business, followed by a mutual NDA before any sensitive information is shared.
2. Evaluation
A focused review of financials, operations, and team, respectful of the seller's time and the confidentiality of the process.
3. Offer & Close
A straightforward offer and closing process, with financing readiness confirmed up front so brokers and sellers aren't waiting on a buyer to qualify.
Financing Readiness
As an independent sponsor, I approach acquisitions with financing readiness in mind from the start. I'm currently seeking pre-approval for SBA(7a) financing, and I'm glad to share documentation supporting financing capacity directly with brokers, sellers, or lenders as part of the process.