Investment Opportunity
Join us in acquiring profitable boomer businesses and transforming them with AI for sustainable returns
10M+
Boomer business owners exiting next decade
$10T+
Total market value seeking succession solutions
60%
With no formal exit or succession plan
Market Opportunity
Over 10 million baby boomer business owners will exit in the next decade, representing trillions in value. Most are profitable companies lacking succession plans, creating massive opportunity for strategic buyers.
Pre-acquisition businesses have established customer relationships, strong market positions, and decades of operational expertise with consistent profitability.
We unlock hidden efficiency and growth potential by implementing AI and modern automation to traditional businesses built before the digital age.
We employ strategic acquisitions by larger companies, secondary sales to other PE firms, or structured recapitalizations to deliver returns.
Fund Strategy
We target profitable legacy businesses and create value through AI-powered operations automation, customer acquisition optimization, process digitization, and strategic bolt-on acquisitions.
Target Revenue
$1M - $20M
Annually with 15%+ EBITDA margins
Operating History
5+ Years
Established businesses with proven track record
Owner Profile
Age 55-75
Boomer owners seeking succession solutions
Industries
Manufacturing, Retail
Traditional sectors ripe for AI transformation
Target Returns
25-35% IRR
Aligned with mission-driven growth strategy
Get In Touch
Interested in learning more about investment opportunities? Reach out to our team.