An Entrepreneurial Transition
Preserving your story. Taking care of your team. Retaining the local brand and culture.
An entrepreneur-led team committed to acquiring a business from transitioning owners
Based in North Carolina, we are committed to acquiring, operating, and growing a single NC-based business from a transitioning owner.
We care about people – employees, customers, suppliers, and communities
WHAT WE LOOK FOR
Location
Business Criteria
Financial Criteria
We will prioritize B2B businesses in industries which are fragmented, resilient to cyclicality, and growing
WE WORK WITH BUSINESS OWNERS
Our Focus: On you
With entrepreneurial roots, we respect the business you’ve built. Unlike private equity or competitors, our focus is on acquiring a single great company to grow it sustainably and elevate it to the next level.
Your Legacy: Employees
We understand that your employees are integral to the company’s success. Their skills, experience, and perspectives are key to what sets your business apart and ensure seamless operations. We are committed to employee retention as a way to promote stability, trust, and long-term growth
Your Succession: Your Terms
We value the long-standing relationships you’ve built with customers, suppliers, and employees. To ensure a smooth transition, we prioritize learning from the owner and offer a collaborative approach, a flexible timeline, and a full exit post-transition.
WHY US?
WHY US?
We are value driven leaders. We care about people first (clients and colleagues), treating every human being equally. We operate with integrity and are in the business of providing solutions
Private Equity
Competitor
- Post Transition Plan
- Keval's full-time focus operating the business
- Your business will be one of many portfolio companies
- Absorbed as a business unit or subsidiary
- Buyer's Goal?
- Grow the business over the long term
- Generate a 3-5x return and sell in 5 years
- Achieve synergies to increase firm's value
- Company Legacy
- Preserved, name remains
- Cost cutting (job cuts) to maximize returns
- Integration (job cuts) and rebranding (name change)
- Team
- Operational team of current employees and Keval himself
- Professional investors or MBAs interested in max financial returns
- Varies, corporate employees
ABOUT THE FOUNDER & OPERATOR
KEVAL SHAH
Greenville, NC
Keval has lived in several countries before settling in North Carolina with his wife. Growing up, he spent much of his time working in the family business. His father started a construction company that later expanded into wholesale and retail supplier of building materials. The business became one of the largest in the region, directly importing products like steel, timber, doors, windows, and plumbing and electrical fittings.
Entrepreneurship allows Keval to continue his family’s legacy while applying the skills he’s developed in finance, technology, and leadership over the past 15 years. With a global perspective and a focus on practical solutions, he is dedicated to building a sustainable and inclusive business for the future.
Keval holds a degree in Mathematics and spent over a decade on Wall Street, where he led a major investment bank’s efforts to scale its unsecured funding program by $100 billion. He has extensive experience managing high-performing teams and creating efficient systems to support global growth. His strategic approach underpins all his work.
In his free time, Keval enjoys managing real-estate, traveling, and playing golf.
