Independent Sponsor Investment Firm
Confidential · For Accredited Investors Only
Independent Sponsor Investment Firm
Confidential · For Accredited Investors Only
The Opportunity
in businesses are about to change hands.
Most don't have a buyer.
Baby boomers own over half of all small businesses in America. They're retiring — fast.
Why Now
The Clock Is Ticking
This is a once-in-a-generation buying opportunity.
Our Approach
We Buy, Improve & Scale Small Businesses With Exceptional Operators
Leadership
Operational Support
Acquisition & Integration
Operational Support
Competitive Advantage
Our Unfair Advantages
Target Sectors
Essential. Physical. AI-Proof.
We target industries that require skilled hands and physical presence — not keyboards.
70% of GDP is powered by small and mid-size businesses in these sectors.
These businesses won't be replaced by AI — they'll be enhanced by it through better operational, sales, and marketing workflows.
Value Creation
Operational Leverage
Operators first. Investors second. We roll up our sleeves to drive real results.
Asset Class
Why Independent Sponsor?
23.8% median IRR · 2.1x average return · 846 deals
The 2026 Independent Sponsor Study
Updated data on one of the market's most overlooked asset classes.
Structure
The Hybrid Model
More flexibility. More deal flow. Better risk-adjusted returns.
Independent Sponsor Economics
Co-Investment Terms
Deal-by-deal co-investment alongside Clearly Acquired. No fund, no blind pool — you commit to a specific acquisition, and the sponsor's own capital is in that same deal.
Built for family offices and PE co-investment desks: capital is committed only against a transaction you have approved, and the sponsor team has seeded the first $1.0M of its own capital alongside early co-investors.
Structure
Self Funded Deal
Environmental Construction Co.
After 18 months, the business is on track to do $20M in top-line revenue — double the gross revenue at acquisition.
Risk Management
Built-In Protections
Deal Pipeline
Themes
Targeted acquisition themes where Fragmented ownership meets exceptional operators.
Operating Partner
Independent Pharmacy Expertise
On-the-ground leadership for our Independent Pharmacy Roll-Up theme.
Joseph oversees 100 employees and $100M in revenue as President and Co-Owner of Good Day Pharmacy, an independent community pharmacy with 18 locations across Colorado, Wyoming, and Nebraska. A licensed pharmacist for fifteen years, he brings deep operational expertise in scaling multi-location pharmacy operations.
Operating Partner
Critical Communications & Building Safety Systems
On-the-ground leadership for our Critical Communications & Building Safety Systems theme.
For 20+ years, Wes has designed and delivered high-performance wireless voice, security, and data communication solutions that boost operating efficiency and increase safety for leading airlines, manufacturing and petrochemical plants, distribution centers, hotels and resorts, construction firms, public safety agencies, schools, and more. He has sold north of $50M a year and today serves as an independent services provider, reseller, and consultant.
Operating Partner
Drywall & Painting Expertise
On-the-ground leadership for our Drywall & Painting theme.
“I’ve spent my career in the drywall industry, learning the business from the field up and developing a strong understanding of what it takes to estimate, win, manage, and execute profitable work.”
He specializes in drywall, metal, wood framing, painting, insulation, ACT, and related interior scopes across multifamily, commercial, and residential markets, combining that eye for sourcing well-established companies with command of job costing and the nuances of the trade.
Profit With Purpose
Our mission is to power the next generation of business owners — acquiring, improving, and scaling essential businesses that communities depend on.
Generate strong returns while creating massive impact — jobs, innovation, and opportunity in industries that matter.
Ready to join us?
Book a MeetingConfidential · For Accredited Investors Only
Disclaimer
This confidential document does not constitute an offer to acquire any interest and is communicated to a limited number of sophisticated persons as an information-only document. It is provided on a strictly confidential basis solely as a basis for discussion. This document may not be copied, passed on, or its contents discussed with any person outside the group of affiliates of the addressee or their professional advisors.
This document is not intended to form the basis of any investment decision and does not constitute an offer to sell, or a solicitation of any offer, or an invitation to subscribe for or purchase interests. The information contained herein is intended to facilitate discussion and is not necessarily meaningful or complete without supplemental discussion.
Past performance is not necessarily indicative of any future results. Any forward-looking statements, forecasts, projections, valuations or results are based upon current assumptions and may depend upon events outside the control of the fund entities. Changes to any assumptions may have a material impact on results. Actual results may differ materially from any forecasts or projections.
Unless otherwise indicated, all IRRs and multiples are presented on a "gross" basis and do not reflect management fees, carried interest, taxes, or other expenses, all of which will reduce returns. Target returns are hypothetical and shown for illustrative purposes only. They do not reflect actual or expected returns and do not guarantee future results.
None of the information has been filed with the SEC or any securities administrator. No governmental authority will pass on the merits of the offering. Each recipient should seek independent tax and legal advice based on their particular circumstances.
To the maximum extent permitted by law, none of the fund parties shall be liable for any direct, indirect or consequential losses arising out of or in connection with the use of this document. By accepting this document, you agree to be bound by these limitations and conditions.