SELLING YOUR BUSINESS IS A DIFFICULT DECISION. WHEREVER YOU ARE ON THE JOURNEY, WE’D LOVE TO TALK.  

Our Role & Approach 

No matter the reason, most owners usually share one distinct characteristic: the desire to have their businesses continue to operate with the values that made them special in the first place. This is our commitment to you. Unlike traditional PE or strategic buyers, we intend to build on your company's legacy and commit 100% to its future growth. We won't flip your business in 3 to 5 years or disrupt the culture. We know we operate at the intersection of major life events and that our actions impact meaningful liquidity events. We have a deep respect for this process and take pride in our people-first approach.  It's not uncommon for us to cultivate relationships for years before an acquisition so wherever you are on your journey, we'd love to hear from you!

WE'RE NOT YOUR TYPICAL BUYER

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Why We're Different

We are a holding company, not an investment firm.  
We know what it's like to run and grow a software business because we’ve done it.
We are business builders with a growth mindset.
We ensure employees, customers and partners thrive after you exit.
We keep things simple...complex terms and renegotiating isn't good for anyone.
With our capital base we acquire with confidence and move quickly.

"The safest way to get what you want is to deserve what you want.  It's such a simple idea. You want to deliver to the world what you would buy if you were on the other end." 

— Charlie Munger

What We're Looking For

We have a flexible mandate so remain open to all situations and opportunities.  Our preferred investments typically are:

Vertical Software
Founder Owned
$2M-10M in annual revenue and 5 to 50 Employees
Market-leaders in their niche and a solid track record of growth (Generally, the first or second-ranked players)
Recurring revenues and consistent profitability
Attractive competitive dynamics
Majority up to 100% buyout
 

FINANCIAL FREEDOM YOU DESERVE

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It's Smart To Consider All Options

PE firms have discovered the software space and for some this can be a great outcome. They can be active buyers but often flip assets every few years and typically don’t invest in people or products because they are optimizing for exits with 3 to 5 year holding periods.

Search Funds are another great option but the executives are often leading companies for the first time creating friction for the staff that remain behind. They also will be looking for liquidity in 5 to 7 years and are only a temporary guardian of your legacy.

Strategic acquirers should also be considered but often sunset products after a few years and eliminate redundant staff. 

If you’re looking for a home for your business that ensures employees, customers, and partners thrive after you’ve moved on, we’d love to talk. 

A PERMANENT HOME THAT HONORS YOUR LEGACY

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Working With Merit

Integrity
Nothing is more important.
Efficient
We keep things simple.
Transparent
No surprises – that’s our commitment.
Credible
Our capital base and software experience enable us to acquire with confidence and move quickly.

We'd love to hear from you