Active Deployment
Active acquisitions, real estate opportunities, and strategic partnerships across multiple asset classes. Capital is deploying now.
Actively evaluating 12+ businesses across services, technology, real estate, and manufacturing sectors. Target deal size: $800K - $5M. Focus on profitable, owner-operated businesses with clear value-creation opportunities.
• Professional services firms with recurring revenue
• Technology/SaaS businesses with strong unit economics
• Manufacturing with operational improvement potential
• E-commerce with customer acquisition challenges
• Real estate with rental optimization upside
Sourcing $3-8M portfolio expansion across residential, commercial, and mixed-use properties. Target: 12%+ annual yields with appreciation upside.
• Below-market residential assets in growth corridors
• Commercial properties with tenant upgrade potential
• Mixed-use developments with value-add opportunity
• Off-market opportunities via broker relationships
• Distressed properties with rehab/repositioning upside
Near-Term Deployment (0-6 months)
$2.4M
6-12 Month Window
$4.2M
12+ Month Lookout
$8.5M+
All capital available for disciplined deployment across acquisitions, real estate, and strategic partnerships. Conservative underwriting. Institutional-grade governance standards applied to all deals.
Opportunity 1
Current ARR
$2.1M
EBITDA Margin
42%
Growth Rate
28% YoY
Churn Rate
3.2%
B2B SaaS platform serving mid-market clients across professional services. Strong product-market fit, recurring revenue model, healthy unit economics. Founder-led, profitable, seeking growth capital partner.
Sales team expansion (+30% sales capacity), international market entry (EU/APAC), product roadmap acceleration, and enterprise customer targeting. Conservative: 18% annual returns. Upside: 28-32% with execution.
Opportunity 2
Properties
6 Buildings
Current Yield
8.2%
Target Yield
12-14%
Occupancy
76%
Portfolio of commercial office and retail properties in growth markets. Below-market current yields due to management underperformance. Significant tenant and rent optimization upside.
Professional property management, tenant mix optimization, rent increases on lease renewals, operational cost reduction. Target: 8.2% → 12-14% yield within 18 months through active management.
Opportunity 3
Annual Revenue
$4.2M
Current EBITDA
$480K
Target EBITDA
$840K
Multiple Expansion
6.8x → 9.2x
Industrial manufacturing company with strong customer base but underoptimized operations. Owner willing to remain on as operator with new capital partner. Significant operational and margin improvement opportunity.
Sales expansion ($5.8M revenue target), operational efficiency (11% margin → 14%), capital equipment investment, team strengthening. Conservative: 18% annual returns. Target exit multiple: 9.2x on improved EBITDA.
• 60-80% equity stake
• Full operational control
• Team replacement/expansion
• Active value creation
• 5-7 year hold horizon
18-25% Target Returns
• 30-50% equity investment
• Founder remains operator
• Governance partnership
• Shared value creation
• Co-investment alignment
20-28% Target Returns
• Subordinated debt instruments
• Equity warrants/upside participation
• Leveraged structures
• Flexible payment terms
• Portfolio diversification
12-20% Target Returns
Profitable or near-profitable with clear path to profitability. 3+ years audited financials. Clean accounting. Recurring revenue model preferred. Conservative leverage (2-3x EBITDA maximum).
Defensible customer base, loyal clients, strong unit economics. Differentiated value prop or network effects. Addressable market with growth tailwinds (not declining industries).
Clear margin expansion opportunities, growth pathways, team strengthening, technology/system improvements. Founder dependency reducible. Assets not commoditized.
Founder/team willing to evolve and improve. Open to operational partnerships. Aligned long-term vision. Serious about building permanent institutions, not just collecting checks.
Conservative entry multiples (6-9x EBITDA). Clear path to value creation. Downside protection. 18%+ return requirements applied to all deals. No premium for "hot" sectors.
If you have a business, real estate deal, or investment opportunity that meets our criteria, we'd like to hear about it. Send materials for our deal team to evaluate.
Submit an Opportunity