Investing in exceptional small businesses
We provide sellers with exits and implement an operational plan focused on long-term growth
to secure their business’s legacy – while retaining the local brand and culture
ABOUT US
Based in North Carolina, we are a long-term holding company seeking to buy and build great small businesses with exceptional values-driven leadership.
We care about people – employees, customers, suppliers, and communities
WE WORK WITH BUSINESS OWNERS
Business Owners
Intermediaries
Investors
INVESTMENT CRITERIA
- Based in Eastern & Central North Carolina
- Services: Consumer, Business, Professional, Building, Real Estate
- Other – Laundromats, Light Manufacturing
- Profitable: EBITDA/SDE > $500,000
- Predictable Revenues > $1,000,000
- Sellers seeking liquidity and to reduce their day-to-day involvement
- Sellers that desire fully-committed, local buyers to maintain and grow their legacies
- Sellers wanting a buyer that values the “fit” with their people and organization
- Include or Exclude Real-Estate
WHY US?
Private Equity
Competitor
- Where do you fit?
- Our time and effort to growing YOUR company
- One of many businesses with minimal attention
- Absorbed as a division or subsidiary
- Ownership Timeline?
- Long-term hold with no intention of selling
- 3-5 year timeline
- Depends on Competitor
- Equity Source?
- Investment from Owner Operator
- Large Institutions with investment mandates
- Balance sheet or credit line
- Goal?
- Invest in resources to grow the business and build a LEGACY
- Cut expenses (headcount), maximize profits, add leverage, and position for resale
- Integrate company into competitor
WHY US?
ABOUT THE FOUNDER
KEVAL SHAH
As a dynamic entrepreneur deeply rooted in Eastern North Carolina, I’m passionate about driving growth and elevating our community through innovative service-oriented businesses. As a skilled and organized professional with a keen eye for detail, I thrive on building and scaling systems and processes that streamline operations, drive efficiency, and maximize profitability. My commitment to the region’s economic and social upliftment is matched by my readiness to collaborate closely with sellers, ensuring a smooth transition to guarantee long-term growth. I am confident that my experience and skills make me an ideal candidate to buy and operate a small business for the long term.
I hold a Mathematics degree and spent 10+ years on Wall Street leading one of the world’s largest investment banks to scale their unsecured funding program by $100Bn. I managed high performing teams and built streamlined systems to grow the business globally. I bring a strategic mindset to every endeavor.
In my downtime, you might find me investing in real-estate, traveling, or on the golf course.
