Strategy and Approach

Partnering with exceptional businesses to operate and grow for the next generation.

The ideal profile is a niche California-based business with a B2B model.

Target attributes:

  • Longevity: 10+ years of ongoing operations

  • California-based (ideally Bay Area, Sacramento region, Central Valley)

  • B2B model

  • Recurring revenue or repeat customers

  • Committed team that runs most of the day to operations and wants to stay and grow with the company

  • No B2C models, restaurants, or retail