Acquisition Criteria
How we are prioritizing our buying search
Location
Greater Madison, WI
Greater Chicago, IL
Mid-West
Industry
Computer software | SaaS
IT solutions and services
Telecommunications
Financials & Profile
$3M-15M in revenue
$700K-2M in EBITDA
5+ years operating history
Sustained growth and cash flow positive
Company
Ownership seeking liquidity and ownership transition
Experienced and proven leaders in place
10+ employees
Why Partner with Us?
Our Commitment
In all interactions a genuine and authentic desire to learn, build and lead with the interests of employees, customers and investors prioritized.
Fair Market Value
We will work closely with you and your advisors to ensure a fair valuation.
Confidential
We will handle the process with utmost confidentiality and discretion.
Smooth Transition
We will work hard to ensure a seamless transition with a minimal training period and/or alignment on earnout opportunity
Long-Term Commitment
We aim to continue the legacy of durable profitability and delight customers as owners/operators.
Our Process
1
1
Introduction
Our process begins with an initial meeting to discuss objectives and ensure alignment of goals between both parties.
4
4
Diligence
This stage involves confirmatory diligence to verify historical financials and key business items, ensuring everything is as represented. Connect with key stakeholders as permitted.
2
2
Pre-LOI
During this phase, we sign an NDA and exchange high-level business and financial information to assess the potential fit.
5
5
Close
The process culminates with the signing of the purchase agreement and the official close of the transaction.
3
3
LOI
We draft a letter of intent that outlines major deal terms, including purchase price and deal structure.
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6
6
Transition
Collaborate to ensure your goals and the best interests of employees and customers are prioritized. Open to discussing owner timeline.
Testimonials
Laura
Sales Leader
Brian's mentorship not only guided me through the intricacies of multiple interviews, but also instilled in me the ability to identify and utilize my own strengths during the process. His unwavering dedication to mentorship and sincere commitment to personal growth played a pivotal role in my transition into leadership. I firmly believe that without Brian's coaching, I would not have secured my initial leadership role, nor my current position. His guidance has been instrumental in my professional journey.
Kayla
Regional Sales Leader
I was able to get connected to Brian Rueger in 2021. From the beginning, I sensed that our sessions would be incredibly valuable. Fast forward three years, and that initial feeling has been confirmed time and again. I've had the privilege of engaging with him consistently, and his guidance has been instrumental in my career progression. With his support, I transitioned from an Account Manager role to managing a 17-state region as a Regional Manager. From there, I've stepped into two additional leadership roles, through the coaching and mentorship Brian provided.
Keyto, Captain
Army
Brian played a key role in my transition out of the military and into the civilian world. I met with Brian several times before and during an internship that I completed at the end of my active-duty service. Brian offered mentorship, coaching, advice, and helped me connect with other individuals who could help me. It was amazing getting mentorship from someone who served and then had gone on to have a great career outside of the military. Brian even made himself available to meet me in person. I am extremely thankful for Brian’s coaching and mentorship.
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Veteran Owned
Faith Inspired
