Looking to exit your business?
Montalto Partners is a private investment firm looking for a high quality and profitable business to acquire. We will take over as owners operators to preserve and grow your legacy.
Do you have a succession plan in place for your business?
We take a long-term approach to buying and building great companies, so your company will continue serving your customers and retaining your employees for years to come.
About Us
Montalto Partners is a private investment firm that looks to invest and operate privately held businesses. We seek to create long-term value for our companies and investors, while preserving your legacy and company culture. Our investors include family offices and high net worth individuals.
THE DIFFERENCE
Montalto Partners is not a passive investor or a traditional private equity investor. We will be 100% operating in the invested company with one or more of our principals. We are not a check-writing company that asks for financials every quarter that sits in an office tower. The team will be engaged at the heart of the operations from day one.
INVESTMENT CRITERIA
COMPANY
- Revenue of $3 million to $25 million
- EBITDA (profitability) of $750k to $3.5 million
- High EBITDA margins of 10% or greater
- High percentage of recurring revenue
- No customer concentration
- Low CapEx requirements/intensity
- Stable cash flows
- Established for at least 5 years
- Profitable for the past 3 years
INDUSTRY
- Minimal seasonality / cyclicality
- Fragmented industry
- We are open to most industries, including healthcare, B2B business services, light manufacturing, tech enabled businesses, etc.
We are NOT interested in construction, brick & mortar retail, or food & beverage
OUR TEAM
We have a dynamic and genius team to serve you
Richard Hernandez
Sharon Berry
Thomas Johnson
Juliana Lane
Richard Hernandez
Sharon Berry
Thomas Johnson