Seamless Acquisitions of Lower Middle Market Companies in the US and Canada

Our team members are true partners in your business, allowing portfolio companies to operate “as is” with the existing management team while providing thoughtful strategic advice and helping scale the business.

We Actively Look to Acquire Companies in the Following Verticals


Consumer Brands

Transportation, Distribution, and Logistics


Energy Services

Renewables and Alternative Energy

Investment Parameters

  • $5–50M of EBITDA for platform investments (no minimum for add-on investments)
  • Enterprise value of at least $20M
  • Strong management track record with a deep bench
  • At least a five-year history of profitability and significant repeat business or recurring revenues
  • Minimal customer concentration
  • Geographies: US and Canada

Situations We Look For

We bring strategic insights, financial expertise, and a collaborative approach to accelerate your business’ growth trajectory. By aligning our goals with yours, we aim to unlock potential and drive success together. Here is what we can do:


Transition founders/owners out of successful businesses through a 100% sale or majority sale.

High Performers with Growth Potential

Carve out non-core business operations to ensure that value is recognized.

Growth Challenged

Provide growth capital to energize growth or allow strategic acquisitions.

Capital Intensive

Provide capital to update or improve a company’s asset base.


Identify situations where good businesses have difficult balance-sheet situations and provide turnaround capital.

Meet Our Team

Our team has a wealth of industry expertise and a proven track record of guiding businesses to success. Their strategic insights and hands-on approach make them invaluable partners in driving sustainable growth and achieving financial milestones.

Howard Chernin


Rob Bolandian


David A. Barcus

Chief Executive Officer

Amanda Chernin


Chris Czarnecki


Maxwell Babinski


Blake Small