Investment Process

How It Works

A simple, transparent process designed for passive investors seeking quality opportunities.

01

You Invest Capital

Join our investor network and commit capital to specific acquisition opportunities with full transparency.

02

We Acquire and Grow

We identify, acquire, and actively manage profitable businesses using proven operational strategies.

03

You Earn Returns

Receive returns through quarterly profit distributions and value appreciation over our hold period.

Investment Criteria

What We Invest In

Service-based businesses with $500K–$10M in revenue and a proven track record of profitability and growth potential.

$500K - $10M Revenue

Service-Based Businesses

Commercial cleaning, home care, logistics, and professional services

Example: Commercial cleaning company with $400K EBITDA, streamlined operations, 30% revenue growth
$750K - $8M Revenue

Healthcare Services

Home healthcare, medical practices, and healthcare support services

Example: Home care agency with consistent referrals, expanded territories, improved staff retention
$500K - $5M Revenue

Essential Services

Maintenance, repair, and other recession-resilient service businesses

Example: HVAC service company with recurring contracts, digital transformation, geographic expansion
Get Started

Join Our Investor List

Get exclusive access to our deal flow and investment opportunities.

Common Questions

Investor FAQ

What's the minimum investment?

Our minimum investment varies by opportunity, typically starting at $50,000 for accredited investors. We structure deals to accommodate different investment levels.

How long is the hold period?

We typically hold businesses for 3-7 years, focusing on sustainable growth rather than quick exits. Our goal is to build long-term value.

What kind of returns can I expect?

While past performance doesn't guarantee future results, we target 15-25% IRR through a combination of cash flow distributions and value appreciation.

Is this an SEC-registered fund?

We operate under private placement exemptions and work only with accredited investors. All investments are subject to regulatory compliance.