Insurance brokerage
Renewal-driven agencies built on enduring client relationships.
Investment criteria / Texas
Good businesses.
A thoughtful next chapter.
Our investment criteria focus on established Texas businesses with durable cash flow, strong customer relationships, and owners considering a transition.
Discuss your business$500K–$3M
Target annual EBITDA
Texas
Our geographic focus
Majority
Through 100% ownership
The company behind the numbers
What we look for.
We seek founder-owned, family-owned, and closely held businesses with an established place in their market. Our focus includes the Austin–San Antonio corridor and other major Texas markets.
As an independent sponsor, we work with capital partners on a deal-by-deal basis. We assess each opportunity on its own merits, including the business, the team, and the owner’s priorities.
- An established operating history
- Typically 10 or more years in business, with a track record we can understand.
- Durable customer relationships
- Recurring or re-occurring revenue and a defensible local or regional market position.
- People who know the business
- Experienced teams, practical operating knowledge, and a culture worth building on.
- A clear reason for a transition
- Succession, generational change, a new majority owner, or an opportunity to support the next phase of the business.
Where we focus
Six sectors. A shared investment perspective.
We concentrate on service and distribution businesses where customer relationships, technical expertise, and reliable execution matter.
IT managed services
Technical teams supporting customers through recurring service agreements.
Fire & life safety
Inspection, maintenance, and service businesses supporting essential systems.
Home care & home health
Care providers with established teams and a focus on service quality.
Specialty chemicals distribution
Specialized distributors with technical expertise and durable customer relationships.
Utility & energy management
Efficiency, controls, and maintenance providers serving critical infrastructure.
Three starting points
Why owners begin a conversation.
Planning succession
You are considering retirement or a generational transition and want to discuss what comes next for the company.
Changing your role
You may want a defined handover, an ongoing operating role, or an advisory relationship. We discuss these preferences early.
Building the next phase
The business has an opportunity ahead, and you are evaluating a new majority owner alongside operational support.
Fit comes before a transaction. These criteria guide our review; they are not a commitment to invest. Any offer is subject to diligence, financing, definitive agreements, and other closing conditions.
A useful first conversation
Start with the essentials.
An initial overview helps us assess whether a more detailed discussion makes sense. We can discuss confidentiality arrangements before you share sensitive information.
Explore our acquisition process- What the business does and where it operates
- Approximate annual revenue and EBITDA
- Ownership structure and your reason for considering a transition
- Your preferred timing and potential role after a sale
Questions about the process? Read our owner FAQ.
Let’s explore the fit
Your business. Your next chapter.
If these investment criteria sound relevant, we would welcome a conversation about the company you have built and what you want to do next.
Start a conversation