HOW WE WORK
Every opportunity is evaluated against a consistent framework — Recurring revenue, Recession-Resistant demand, and Required Non-Discretionary service — alongside licensing/key-person risk and a clear sense of how technology can strengthen the business post-close. We look for well-run companies with room to grow, not distressed assets or turnarounds.
SPEED & CERTAINTY
pre-arranged capital structure — senior debt (SBA 7(a) or conventional bank financing), and where needed, co-investment from a small group of aligned partners — means streamlined underwriting with no financing-contingency delays.
OPERATOR, NOT JUST CAPITAL
Sergio Grande takes an active, hands-on leadership role in every acquisition — this is a direct, long-term commitment to building the business, not a passive financial position.
FOUNDER-FRIENDLY
Flexible transition timelines: retiring owners can step away within 60–90 days, or stay on in an advisory or board capacity, with equity participation available where it fits.
A MODERN OPERATING PLAYBOOK
Post-close, we invest in technology and automation across back-office functions — finance, HR, marketing, IT, customer experience — to reduce overhead and free up owners and staff to focus on customers, while front-line operations and local relationships stay untouched.
OUR OPERATING PLAYBOOK
Once we own a business, the front line stays exactly as it is — same team, same customer relationships, same reputation. What changes is what runs behind the scenes.
HR & PAYROLL
IT & OPERATIONS
FINANCE & ACCOUNTING
EXPAND (SELECTIVELY)
Add complementary businesses that meet the same criteria, each run by its own local team.
CUSTOMER EXPERIENCE
SALES & MARKETING
LEGAL & COMPLIANCE
SUPPORT, NOT CONTROL
Share technology and back-office systems across the group — without heavy corporate overhead.
We invest in technology and automation across each of these functions — centralized, not duplicated at every business — freeing owners and staff to focus on customers and growth rather than administrative overhead.
STRENGTHEN
Invest directly in the people, systems, and growth of the first business we acquire.
