What We Look For


Industry / Niche

We have 25+ years scaling EdTech SaaS, Marketplaces, and Platforms. We love software and services that bring extraordinary value providing solutions that improve learner outcomes, increase educator effectiveness, support career readiness, and provide AI-enabled learning experiences.


Business Size & Financials

We prefer businesses with $1-5M ARR and more than $250K SDE that achieve 20-20% net margins. We love high recurring revenue, low customer churn, and strong NRR.


Business Model

We value bootstrapped or self-funded businesses with proven profitability with minimal customer concentration that are scalable with lean operations.


Geography

We are Native Texans who prefer Texas- or Southern-based businesses, as well as those that can be easily relocated.


Founder Profile

We love founders, especially passionate entrepreneurs who may be quietly considering an exit in the next 1-3 years, perhaps desiring liquidity while preserving legacy, considering retirement, or looking for a partner to take the company to the next level without losing its soul.


Deal Structure

We are open to a variety of deal structure, and we will self-fund an acquisition with $500K+ cash down, SBA 7(a) financing for balance. We are also open to seller financing/note, with flexibility on transition, such as advisory role during a phased handover.


Exclusions

We avoid heavy hardware dependency, legal and regulatory issues, high churn, and turnaround/distressed situations.

If this sounds like you, let’s talk.