How we diligence
Every deal starts with work we can defend line by line: the financials, the customer base, the operating model, the technology and the risks. We give an answer early either way.
A team that has invested in, built, scaled and exited services and healthcare businesses.
25+ years of collective experience from top investment firms: operating, value creation and M&A expertise, now focused on the lower middle market.
Investments
8+ years in institutional private equity at Vista Equity Partners, BlackRock and Five Elms, spanning majority buyouts, carve-outs, take-privates and high-velocity tuck-ins. Hands-on operator experience as M&A and Strategy lead at a $100M ARR PE-backed technology company.
Vista Equity PartnersBlackRockFive Elms Capital
Origination
Deal origination and M&A lead, sourcing and executing acquisitions including Northteq for LTI's buy-and-build strategy and its combination with Lendscape at Diversis Capital. Former Five Elms Capital investor and co-founder of Peep, backed by Draper, Techstars and EY.
Diversis CapitalFive Elms Capital
Value creation
12+ years across value creation, revenue operations and M&A. Built Five Elms Capital's value-creation function and playbook across 40+ portfolio companies, supporting $1B+ of deployed capital. Earlier, Head of RevOps & Strategy at FDS, scaling the company through its ~$200M sale.
Five Elms CapitalFDS
Partner biographies and references are provided directly to counterparties and their advisors on request.
Where returns come from
Good businesses are visible to everyone. Differentiated returns come from knowing which levers move margin and where modern AI reaches unit economics that earlier technology cycles could not.
What we do after close
We stay operationally engaged through the transformation, on the road and in the building. The work does not get handed to consultants.
Working with founders
Relationships before transactions
Selling a business is among the most significant decisions a founder will make, and we treat it that way. Every conversation is handled with discretion whether or not it leads anywhere, and we stay reachable afterward.