Our Process
Institutional Rigor. Entrepreneurial Speed.
A disciplined acquisition process designed to give founders certainty and speed without compromising on diligence.
Acquisition Process
From First Conversation to Operating
Six steps. We move fast where we can and slow down only where it matters.
Sourcing & Initial Conversation
We meet directly with founders and stakeholders, learn the business, and decide quickly whether the opportunity fits our thesis. Confidential from the first conversation.
Evaluation & Indicative Offer
We review financials, unit economics, customer data, and operational structure. Within two to three weeks, we provide an indicative valuation and deal structure.
Structure & LOI
We agree on terms that respect the seller's legacy and align incentives, then sign a Letter of Intent. Our structures are flexible: cash, seller financing, equity rollover, and earnouts.
Diligence & Close
Tightly scoped diligence focused on real risk, not theater. We coordinate workstreams, drive to close on a defined timeline, and minimize founder distraction throughout.
Operating Transition
From day one, our team embeds alongside the existing leadership. We migrate the business onto Kleeq, our operating platform, and apply playbooks for marketing, retention, and back-office.
Long-Term Value Creation
We hold for the long term. Returns come from compounded operating improvement, organic growth, and disciplined reinvestment, not financial engineering.
Our Commitments
Promises We Keep
Initial response to every serious inquiry
Every conversation protected from day one
Target timeline from LOI to close on standard transactions
Ready to Talk?
If you're a founder considering a sale or a stakeholder in a business that needs an operator, we'd like to hear from you.