Permanent Capital for
Essential Businesses

Building a platform to acquire and own high-quality businesses for the long term — software companies and essential service businesses where technology creates a durable competitive edge. We partner with founders seeking succession through proprietary off-market deal sourcing.

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$500k+ Minimum Revenue
2 Business Types
∞ Holding Period
Competitive Advantage

Proprietary Deal Sourcing

We access high-quality software and service businesses through off-market channels, avoiding competitive auction dynamics

Direct Founder Relationships

We build long-term relationships with digital founders through industry events, communities, and direct outreach before they're ready to sell.

Broker Partnerships

We partner with trusted brokers to access off-market deal flow and get priority access to opportunities before they hit the open market.

Proprietary Network

Our network of advisors, operators, and industry contacts provides early visibility into succession opportunities.

Targeted Outreach

We proactively identify businesses that match our criteria and reach out directly, often before owners consider selling.

Strategic Sourcing Advantage

By combining direct founder relationships with strategic broker partnerships, we access deals before they become competitive auctions. This allows for better pricing, more flexible terms, and a private process that founders prefer.

Philosophy

Our Approach

Building a permanent capital platform focused on software companies and essential service businesses — with a commitment to long-term ownership and value creation

Buy & Hold Long Term

We buy strong businesses and hold them indefinitely. Our goal is steady compounding, not rapid exits.

Prioritize Stability

We prioritize stability, cash flow, and durability.

Predictable Cash Flows

Recurring software subscriptions and essential service contracts — with high customer or client retention — support stable, predictable cash flows we compound over time.

Continuous Improvement

We invest in improving products and operations over time, creating sustainable competitive advantages.

Reinvest Cash Flow

We reinvest cash flow into additional acquisitions, compounding platform value over time.

Retain Management

Each acquisition retains its existing management team. Operating partners are added at the platform level as the portfolio scales.

Patient Capital

Returns are driven by business quality and operational excellence, not financial engineering or exit timing.

Acquisition Criteria

What We Acquire

We focus on two categories of businesses: software companies with recurring revenue, and essential service businesses where technology creates lasting competitive advantages

Software Businesses

  • SaaS — Subscription software with recurring revenue, clear product-market fit, and durable customer retention
  • Digital agencies — Agencies with recurring or retainer revenue, repeatable delivery, and client relationships that renew year over year

Tech-Enabled Service Businesses

Essential service industries where software, automation, and data create durable advantages over operators running on clipboards and spreadsheets:

  • Waste, septic, portable toilets & dumpster rental
  • Metal fabrication & contract manufacturing
  • Commercial property maintenance
  • HVAC, plumbing & electrical
  • Specialized commercial cleaning
  • Pest control

Financial Criteria

  • At least $500k of revenue
  • Recurring or repeat-contract revenue
  • Strong cash flow generation
  • High customer or client retention
  • Profitable at the time of acquisition

Operational Criteria

  • Capable management team in place
  • Business doesn't depend on founder day-to-day
  • Clear processes and systems
  • Strong operational foundation
  • Room to improve with technology

Strategic Criteria

  • Serves an essential, non-discretionary customer need
  • Embedded in customer workflows or facilities
  • High switching costs or strong relationship continuity
  • Defensible local or regional market position
  • Technology can widen the competitive moat
Strategic Focus

The Tech-Enablement Thesis

Essential service industries are still largely managed on clipboards, spreadsheets, and tribal knowledge. Software changes that equation — permanently

Essential & Recurring

Customers can't opt out — waste gets picked up, HVAC breaks, pests return. Revenue is predictable and non-discretionary

Operational Leverage

Routing software, scheduling automation, and digital job management compress costs and grow margins without adding headcount

High Switching Costs

Long-standing service relationships, compliance history, and embedded workflows make it costly and disruptive for customers to switch

Tech as a Moat

Software, AI, and data become durable advantages when applied to industries where most competitors still operate on gut and paper

Software + Services

The businesses we target in essential services are durable by nature — demand doesn't go away when the economy slows or technology shifts. Adding software to these businesses doesn't replace the human work; it makes the operation faster, leaner, and harder to compete with.

We look for service businesses with strong local or regional positions and a clear opportunity to modernize — then hold them forever and compound the value.

Get in Touch

Building for Decades

We are building an ownership platform designed to compound value over decades. If you're a founder — in software or an essential service industry — seeking a long-term home for your business, or a capital partner interested in permanent holdings, we'd love to hear from you.

Let's Connect

Interested in partnering with us? Whether you're a founder looking for succession or a capital partner seeking long-term value creation, we look forward to sharing additional detail.

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