Track Record

One deal at a time. Proven before scaled.

A record of acquisitions completed under this thesis — including the businesses acquired, the terms achieved, and how each holding performed for investors.

1
Acquisition Completed
Realized
Exit Status
Seller Financed
Financing Structure
Event & Party Rental Equipment · Midwest

A Seasonal Rental Business

A family-owned inflatable and party equipment rental business built on recurring seasonal demand, an asset-light model, and a strong local reputation — exactly the kind of durable, cash-flowing operation this thesis is built around.

The position was exited earlier than planned after an unsolicited acquisition offer came in ahead of underwriting expectations. It was a clean, realized outcome — the kind of result the thesis is designed to find, not force.

Realized Exit Unsolicited Offer Early Hold-Period Exit Seller Financed
Realized — Exited
Structure: SBA 7(a) / LP Syndication
Next Acquisition — In Diligence
Financial Review
Sourcing LOI Financial Review Underwriting Close