Focus
Character
Character
- Core Values: Honor, Courage, and Commitment
- Family and relationship-oriented
- Proponent of a collaborative, partnered approach
- Flexible, long-term owner
- Able to transact quickly with tailored deal terms to meet the owner’s needs
- Committed to preserving the legacy of the company and its founder(s)
- Focused on disciplined growth and long-term sustainability
- Dedicated to supporting and developing existing employees
Foundation
Foundation
- Retired Commander US Navy
- Director at Fortune 500 Company
- BS, Mechanical Engineering, US Naval Academy
- MBA, Northwestern University, Kellogg School of Management - majors: Finance and Strategy & Management
- MS, National Security and Strategic Studies, Naval War College
Acquisition Criteria
Acquisition Criteria
- Revenue of $2.0 million to $40.0 million
- Normalized Earnings (EBITDA) of $0.5 million to $10.0 million
- Established operations with a proven business model
- History of consistent earnings and revenue growth
- Preferred industries: aerospace/defense and healthcare
Advisors
Dr. Nick Wallner
Co-Author: "How to Do A Leveraged Buyout" He has bought and run several businesses. A serial entrepreneur! Fellow USNA Alum.
Jonathan Webb
Senior Advisor / Partner at Grace Equity
Lynn R. Mason
Principal at Global Capital Markets, Inc.