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Members (1409 results)

Jay Clingman

Individual Accredited Investor

    This member has no reported closed transactions.

Individual Investor with deep financing experience. Have financed many company acquisitions over ab30+ year period of time. Have fun complex business within the banking sector all over then State of Texas including GSIB and a large Regional Bank

JCP Consulting

Individual Accredited Investor

    This member has no reported closed transactions.

I'm an individual investor looking to acquire an operate a company. I've been a CPA and Chief Revenue Officer in my career, and have built personal wealth as a result. I also have a couple of investors lined up who own and operate manufacturing businesses today, looking to diversify their portfolio. I'm seeking businesses in KS and MO so I can own and operate locally.

Greg Lynch

Individual Accredited Investor

    This member has no reported closed transactions.

I founded and own multiple real estate/construction businesses. Enfort Homes which had 41MM in 2024 revenue and has 125MM in active pipeline, Bluecastle Homes & States Avenue Ventures that own and manager 150+ Doors in Washington State. I am looking to start my next venture of purchasing businesses.

FolioZoom

Individual Accredited Investor

    This member has no reported closed transactions.

FolioZoom is a real estate focused company open to opportunities in residential construction and tangential businesses, such as sub-contracting businesses. Owner/investor is highly-experienced in real estate acquisition, sales, estimating, bidding, contracting, operations, and disposition.

Levitate Ventures

Individual Accredited Investor

    This member has no reported closed transactions.

Levitate Ventures is the self funded search vehicle for my business partner and I. We've known each other for a decade, both had success in Silicon Valley, and now want to buy a business together. We're looking to invest ~600k of our own funds and purchase a business with EBITA of 1-2 million

Greg Clary

Individual Accredited Investor

    This member has no reported closed transactions.

Greg Clary is an individual investor focused on small to medium sized acquisitions. We partner with exceptional companies seeking the next stage of growth. Post acquisition, we work closely with our portfolio companies to drive measurable value for all stakeholders.

Field Desk

Individual Accredited Investor

    This member has no reported closed transactions.

We are looking to acquire home and commercial service businesses in Texas. Prior to starting FieldDesk, I built and sold a commercial pest control company in Texas to a private equity firm. I stayed on as an executive to grow the parent company through ten additional acquisitions. The parent company is now the 12th largest pest control company in the country. I'm still on the Board of Directors, but am now focusing on acquiring a portfolio of service businesses.

Private Investor

Individual Accredited Investor

    This member has no reported closed transactions.

I am a private investor seeking small acquisition opportunities in the $3mm to $20mm range. I am interested in outright acquisitions and/or partnering with existing owners or other third party investors.

JP Holdings, LLC

Individual Accredited Investor

    This member has no reported closed transactions.

Jordan Perlman is an individual investor focused on small to medium-sized acquisitions. He partners with exceptional companies seeking the next stage of growth. Post-acquisition, he works closely with our portfolio companies to drive measurable value for all stakeholders.His primary objective is to own and operate small businesses. Both Jordan and his partner have worked in operations and real estate for the last 7.5 years. Their goal is to acquire established businesses and help with continued success along with expanding and improving profitability as a whole in each business we acquire.

Robert Cramer

Individual Accredited Investor

    This member has no reported closed transactions.

Robert Cramer is a private investment firm focused on small to medium sized acquisitions. We partner with exceptional companies seeking the next stage of growth. Post acquisition, we work closely with our portfolio companies to drive measurable value for all stakeholders. 

Auctus Strategies

Individual Accredited Investor

    This member has no reported closed transactions.

I’m a results-driven business developer with a proven ability to identify growth opportunities, build meaningful client relationships, and turn strategy into measurable revenue. I combine strong market analysis with hands-on sales and partnership experience to open new markets, expand pipelines, and close high-value deals.My approach centers on understanding client needs, aligning solutions with business goals, and maintaining long-term partnerships that deliver consistent results. Whether it’s negotiating complex contracts, leading cross-functional teams, or scaling new initiatives, I…

G4 Enterprises

Individual Accredited Investor

    This member has no reported closed transactions.

G4 Enterprises is a newly formed corporation created for the purpose of acquiring our first business acquisition. We are located in the Salt Lake Valley and will be searching within a 25 mile radius of our home.

Pivot Theory Ventures

Individual Accredited Investor

    This member has no reported closed transactions.

Pivot Theory Ventures is a private investment firm focused on small to medium sized acquisitions. We partner with exceptional companies seeking the next stage of growth. Post acquisition, we work closely with our portfolio companies to drive measurable value for all stakeholders.

Andrew Wynne

Individual Accredited Investor

    This member has no reported closed transactions.

Andrew Wynne is an individual investor focused on small to medium sized acquisitions. We partner with exceptional companies seeking the next stage of growth. Post acquisition, we work closely with our portfolio companies to drive measurable value for all stakeholders.

Ian Kauffman

Individual Accredited Investor

    This member has no reported closed transactions.

CPA with ~25 years of experience across accounting, finance, and operationsTarget Size: $500K–$2M EBITDAIndustries: Essential services, accounting/professional services, light industrial/manufacturing

Jonathan Stickler

Individual Accredited Investor

    This member has no reported closed transactions.

A dynamic construction executive with over 20 years of experience, known for transformative leadership and operational excellence. He has a proven ability to build and lead high-performing teams, drive strategic growth, and deliver complex projects on time and under budget.As President of Varium Construction Group, Jonathan directed initiatives that grew annual revenues to over $140 million while overseeing multiple projects and optimizing operations for greater profitability. His career highlights include managing portfolios exceeding $250 million annually and fostering innovation to…

Brian Baklenko

Individual Accredited Investor

    This member has no reported closed transactions.

East Fork Trinity Partners, LLC is searching for a B2B (or B2C w/majority of sales from B) company located in the North Texas market. Target company is not in a highly cyclical industry, has been in business for 10+ years, has a diversified base of repeat customers, and EBITDA or SDE between $750k-$1.8M. Brian Baklenko is an accredited investor with a strong leadership and management background in the transportation and logistics sector.

Page 7, Inc

Individual Accredited Investor

    This member has no reported closed transactions.

Page 7, Inc is a private investment firm focused on small to medium-sized acquisitions. We partner with exceptional companies seeking the next stage of growth. Post-acquisition, we work closely with our portfolio companies to drive measurable value for all stakeholders.

Nicholas Holstein

Individual Accredited Investor

    This member has no reported closed transactions.

I am a self-funded searcher living in Denver, looking for a business with EBITDA in the range of $650k - $1.15MM, strong sales & marketing channels, with a total acquisition value up to $3MM. I have 20 years of project management experience in the construction industry and, if successful in making an acquisition, will work full-time on operating the business. I have ~$1MM liquid to put towards buyer equity, and intend to fund the remainder with SBA 7(a) debt. Towards that end, I have been in touch with multiple SBA lenders and am prepared to move quickly on the right opportunity. 

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