Purpose-driven M&A for exemplary SMBs
Acquiring founder-owned businesses to preserve what matters
Our Process
1
Discovery
Initial screening of financials and cultural fit. We learn about your goals and brainstorm appropriate structures before sharing an IOI. All discussions are confidential and pressure-free.
2
Design
We craft bespoke structures that align with your priorities—whether that's employee ownership, legacy preservation, or community impact. Every deal is different because every founder is different.
3
Execution
Thorough but respectful diligence process. We move efficiently while ensuring every stakeholder understands their role in the company's next chapter.
4
Preservation
Transition to the next generation of skilled operators with a vision that unlocks growth while protecting your team, community, and culture.
Leadership
David brings strategic and operational experience from top firms, combined with a passion for mission-driven businesses from his early career in environmental sustainability & disaster recovery.
BCG: Growth strategy for Fortune 500 companies
Hershey: Enterprise & supply chain transformation at iconic manufacturer
NYC Reconstruction: $100M+ public infrastructure projects
MBA + Master's in Sustainability
Passion for woodworking, analytics, and SMB investing
Anonymous feedback from a career leading diverse teams across high-impact projects
“David was fantastic to work...he led by example on numerous occasions”
“His patience helped me learn and grow”
“David provides tangible and actionable coaching”
“He was excellent at teaching us how to be effective”
“I always felt psychologically safe on his team”
Criteria
Our criteria for assessing potential acquisitions.
We are industry agnostic but values-specific. Character and culture matter as much as cash flow.
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✔ Niche businesses with a 20+ year track record & retiring owner(s)
✔ Sterling reputation for integrity among all stakeholders
✔ $500k - $3M annual cash flow
✔ Stable top line & margins
✔ Repeat customers
✔ Outstanding products or service
✔ Management in place
✔ Limited customer concentration
✔ Limited exposure to new construction
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✔ Geographic preference for East Coast and Mid-Atlantic
✔ Asset and stock sales
✔ <4x SDE depending on fit
✔ Option to acquire business real estate