What I Back
- Essential B2B and B2C services, distribution / supply-chain, and manufacturing businesses
- Fragmented markets suitable for expansion and / or consolidation
- Mission‑critical services or workflows with substantial switching costs
Investment Criteria
Value Creation Levers
- Commercial excellence: pricing, revenue line expansion, cross‑sell, channel focus
- Operational Optimization: scaling, outsourcing, shared services, procurement
- Digital enablement: CRM discipline, analytics, simple automation
- M&A: tuck‑ins, regional density
Deal Preferences
- EBITDA: $0.5–3M | 100% buyout, majority or minority
- Geography: Western U.S., ideally Southern California
- Hold: flexible, long‑term / indefinite bias