SMB Platform Strategy
Building enduring businesses through custom AI solutions, proprietary technology stacks, and operational excellence in fragmented middle-market sectors.
The SMB Opportunity
10,000 baby boomers retire daily, creating unprecedented succession opportunities in profitable small and medium businesses. Combined with technology adoption gaps and fragmented industries, this presents a compelling investment landscape.
Creating massive succession opportunities
SMBs lag in digital transformation
Through professionalization and scale
Our Partnership Approach
Partner
Align with strong management
Professionalize
Implement best practices
Scale
Strategic add-ons & growth
Building Custom AI Solutions
Unlike traditional PE firms that rely on off-the-shelf software, we build proprietary AI technology stacks tailored to each portfolio company's unique needs. This approach creates sustainable competitive advantages that can't be replicated by competitors.
Custom Development
Building AI solutions from the ground up, designed specifically for each business's workflows and challenges
Deep Integration
AI isn't an add-on, it's woven into core business processes from customer service to supply chain management
Competitive Moat
Proprietary technology creates barriers to entry and drives multiple expansion at exit
AI-Powered Value Creation
Custom AI Technology Stack
Building proprietary AI solutions and tech infrastructure tailored to each business's unique needs
AI-Powered Operations
Integrating AI directly into core business processes for automation, prediction, and optimization
Data-Driven Growth
Leveraging AI analytics for pricing optimization, demand forecasting, and customer insights
Tech-Enabled Teams
Upskilling workforce with AI tools while maintaining human expertise where it matters most
Target Sectors
Business Services
Recurring revenue, essential services, fragmented markets
Focus Areas:
- •Commercial cleaning
- •Facilities maintenance
- •Security services
- •Logistics
Light Manufacturing
High barriers to entry, customer stickiness, automation potential
Focus Areas:
- •Specialty components
- •Custom fabrication
- •Food production
- •Building materials
Distribution & Logistics
Critical infrastructure, route density advantages, consolidation opportunities
Focus Areas:
- •Regional distributors
- •Specialty wholesalers
- •Last-mile delivery
- •Cold chain
Professional Services
Specialized expertise, recurring clients, acquisition growth potential
Focus Areas:
- •Engineering firms
- •Environmental consulting
- •Testing labs
- •Design services
What We Look For
Financial Criteria
- $3-50 million in revenue
- Positive EBITDA or clear path
- Stable or growing revenue
- Strong unit economics
Business Characteristics
- Market leadership in niche
- Defensible competitive position
- Multiple growth avenues
- Technology adoption opportunity