Opportunity
Transfer of Wealth
Baby Boomers are estimated to transfer over $30 trillion in business ownership.
There is a large inventory of high-quality, founder-led businesses seeking new management that will respect their legacy while modernizing and growing the business.
Onshoring and Supply Chain Resilience
Growing trends of reshoring manufacturing create opportunity.
Exposed supply chain fragility is making companies look at more reliable domestic options.
Modernization Upside
Many established, profitable businesses utilize outdated technology, representing an opportunity for immediate efficiency gains.
The fund’s Principal has consistently improved operational processes at organizations.
Criteria
Company Performance
EBITDA range of $750,000 - $3,000,000
Consistently profitable for the last 5-years
Low cyclicality in revenue
Preferred Industries
Aerospace, Space, and Defense
Chemicals and Life Science
Other B2B
Other Criteria
Privately Held
Motivated Seller
Within a 2-hour radius of Denver, CO
Growth
Leverage Relationships
Utilize professional contacts in the Industrial sector for deal sourcing and new business development.
Engage high-caliber university professors for expert consultation and peers for new business development.
Grow local connections through networking for regional market expansion.
Optimize Operations
Implement leaner, more efficient processes to reduce waste and increase throughput.
Integrate modern technology solutions (e.g. Automation with AI Agents, SOP implementation) to enhance productivity.
Focus on data-driven decision-making for inventory, supply chain, and resource management.
Financial Engineering
Professionalize financial reporting and use zero-based budgeting.
Optimize the use of debt to enhance equity returns while maintaining a prudent risk profile.
Establish clear KPIs to align business activity with financial goals.