We selectively acquire and operate small and mid-sized businesses where we can be long-term, engaged owners
and contribute meaningfully to the company’s next chapter.
While every situation is unique, we are generally interested in businesses with the following characteristics:
We focus on established companies in sectors that align well with our experience and operating approach, including:
• Distribution
• Services
• Light manufacturing
• Light technology-enabled businesses
• Logistics and supply chain
• Specialty trades
• Mature, profitable businesses with recurring EBITDA typically between $200,000 and $2 million
• A history of stable operations, repeat customers, and durable demand
• Businesses located in or headquartered in Santa Barbara County or Ventura County
• One company at a time
• Respect for the existing team, culture, and customer relationships
• A commitment to creating value for all key stakeholders—employees, customers and suppliers, the broader community, and investors
We are flexible in structure and thoughtful in approach, and we care deeply about continuity—for owners, employees, customers, and the communities in which these businesses operate.
Our approach to ownership is rooted in continuity, stewardship, and long-term value creation for all stakeholders – not disruption for its own sake. A recent example illustrates how we seek to apply that philosophy in practice.
We acquired a three-location wholesale and retail distribution company from its founder, who had built and led the business over 35 years.
From the outset, our priority was continuity, for employees, customers, and the founder himself. All employees transitioned to the new ownership without disruption. The founder remained actively involved, gradually stepping back over a five-year period, allowing relationships, knowledge, and culture to transfer organically.
Over time, we introduced new business processes to improve operational efficiency while respecting what had made the company successful. We expanded the company’s offerings by launching new services that supported organic sales growth and deepened customer relationships.
We also opened a greenfield location in a neighboring state. This new market proved to be a powerful growth engine, scaling rapidly while maintaining the strong cultural and customer alignment that defined the original business.
Importantly, we worked to preserve and strengthen the company’s identity. The business was thoughtfully rebranded, acknowledging its legacy while positioning it for the future. Its loyal, almost “cult-like” customer base not only remained intact, but grew.
After six years of sustained operational improvement and expansion, we were approached by a larger, like-minded company in the industry that shared our long-term perspective. The business was ultimately acquired by this strategic partner.
Today, nearly all employees, including the original president, remain with the company under its new ownership.
Our approach to ownership is rooted in continuity, stewardship, and long-term value creation for all stakeholders-not disruption for its own sake.
A recent example illustrates how we seek to apply that philosophy in practice.
We acquired a three-location wholesale and retail distribution company from its founder, who had built and led the business over 35 years.
From the outset, our priority was continuity, for employees, customers, and the founder himself.
All employees transitioned to the new ownership without disruption. The founder remained actively involved, gradually stepping back over a five-year period, allowing relationships, knowledge, and culture to transfer organically.
Over time, we introduced new business processes to improve operational efficiency while respecting what had made the company successful. We expanded the company’s offerings by launching new services that supported organic sales growth and deepened customer relationships.
We also opened a greenfield location in a neighboring state. This new market proved to be a powerful growth engine, scaling rapidly while maintaining the strong cultural and customer alignment that defined the original business.
Importantly, we worked to preserve and strengthen the company’s identity. The business was thoughtfully rebranded, acknowledging its legacy while positioning it for the future. Its loyal, almost “cult-like” customer base not only remained intact, but grew.
After six years of sustained operational improvement and expansion, we were approached by a larger, like-minded company in the industry that shared our long-term perspective.
The business was ultimately acquired by this strategic partner.
Today, nearly all employees, including the original president, remain with the company under its new ownership.