⏳We invest in service businesses that depend on human judgment, care & trust — then bring in smart technology to make their craft even stronger.
Where human service meets smart technology.
A self-funded, family-owned holding company built patiently over more than fifteen years.
We operate asset-light, high-value, high-trust services, often with virtual delivery models and distributed teams.
We’re not a roll-up chasing an exit. With no outside investors, we prioritize slow growth & cash-flow reinvestment over dividend pressure and fast scaling. We hold companies for the long term, sharpen systems & teams, and safeguard the culture that make them valuable in the first place.
We keep deals simple. We don’t use SBAs or bank debt — we’re typically cash buyers, which keeps the process simple, flexible and free of third-party delays.
📊 Our portfolio includes:
for Students
with Learning differences
for Private Schools
& Districts
& Aging in Place Technologies
coming soon
including Recruiting, Staffing
& Employee Screening
for Children
& Young Adults
for Nonprofits
& Small Businesses
& Performance Marketing
for SMBs
Back Office Support, Customer Care & Automation Engineering
Accounting, Bookkeeping, Payroll & Tax Services for SMBs
We begin by learning from the team — their insights, experiences, and needs. We take time to truly understand, and from there we build long-term value together.
While we invest in growth, we also provide technology, marketing, sales, bookkeeping, staffing, project management, and administrative services.
Our approach is relationship-first and decentralized. Our strategy is to preserve continuity and operate each business as an independent, stable, locally trusted practice, supported quietly by our central teams.
Existing teams and office remain in place. We don't rebrand or centralize. Our role is to support, standardize and strengthen behind the scenes — without disrupting what’s already working.
We believe small businesses are the quiet infrastructure of every community. They repair, serve, and support in ways that rarely make headlines but shape daily life. Each firm we work with represents years of craft, trust, and relationships built one customer at a time.
For us, ownership is stewardship. We’re not chasing quick flips or financial engineering. We’re building a long-term network of sturdy, resilient, useful businesses that people can rely on. When we build, acquire or invest in a company, our aim is simple: keep what works, strengthen what needs support, and ensure the next chapter is even sturdier than the last.
We are ready to put in the hard work to understand your legacy, absorb your culture, define the strategic path to continued success for your operation, and take over responsibility for the future.
We help you unlock the value you created over a lifetime and transition your company into a safe, lasting capital structure accompanied by a diverse, 21st-century skillset.
i. We offer a smooth, structured, stress-free introductory experience, where we get to know each other.
ii. We immediately sign a one-sided, strict confidentiality agreement that restricts us from ever sharing any information you provide us. No one will ever find out about our discussions.
iii. We thoughtfully collect the minimum amount of information needed, explaining exactly what is happening at each step. You never feel overwhelmed.
iv. We respond to all your queries within 24 hours and will give you a Go/No Go decision within 14 days.
v. If we can’t submit an offer within your desired range, we will not insult you by quoting a cheap price.
i. We are best able to help businesses with 650K-4M of annual revenue.
ii. If you have 8-25 employees, we can help you develop your people.
iii. It would be great if you are already consistently profitable so that we can grow your profitability further.
iv. We would love it if you have run your business for over 6 years. We have long-term strategic plans for any company we buy. No short-term thinking here.
v. That would mean you probably have a strong reputation in your local or regional community.
vi. We look for businesses with recurring or repeat customers — where relationships are built on trust, reliability, and care.
