We acquire stable, profitable companies in the circular economy. These businesses often come from retiring owners or families that lack a clear succession plan. Our approach is to modernize their operations while preserving the core strengths that have sustained them over time. We capture enduring returns by holding these companies for the long term rather than simply seeking a short-term exit.

• Our “Buy Box” 📦
• General Requirements
• Circular Focus
• Our Process
• 1. Simplify
• 2. Build Processes + Playbooks
• 3. Align Incentives
• 4. Apply Modern Technology
• Long-Term Hold Strategy
• Why This Matters for Investors

Our “Buy Box” 📦

General Requirements

• Founder or family-owned: We prefer to purchase businesses from retiring owners, but are also open to family-run businesses or those that have been in operation for at least a decade, with a strong product-market fit.
• Profit + Cashflow: We look for businesses with at least $500,000 and up to $2,000,000 in profit. We prefer SDE (seller discretionary earnings) or FCF (free cash flow) over EBITDA.
• AGI-resistant business models: We look for businesses whose core offering can be enhanced by artificial intelligence, but not disrupted, even by artificial general intelligence (AGI).

Circular Focus

• Reduce: Reverse‑logistics & returns processors, Liquidators, Estate Sale firms
• Reuse: Resale (online and off), Secondhand + Thrift Stores, Refurbishing
• Recycle: Resource Recovery, Battery + e-waste collectors, Salvage yards, C&D recyclers, Used‑cooking‑oil routes

Our Process

After each acquisition, we have an integration period of 12 to 18 months during which we apply our Operating System. This OS consists of four stages: Simplifying, Process + Playbooks, Aligning Incentives, and applying Modern Technology.

1. Simplify

• Focus on High-Impact Areas

Identify the 20% of products, services, and processes that generate 80% of revenue or outcomes. We streamline these core offerings first, removing or restructuring low-value activities to free up time, capital, and management focus.

• Remove Operational Complexity

Reduce overlapping roles, redundant vendors, and unwieldy reporting structures. By consolidating and standardizing where possible, we create a leaner organization that can act more decisively and reinvest savings in growth initiatives.

2. Build Processes + Playbooks

• Best-in-Class Practices: We draw upon proven methods from top-performing companies—across marketing, sales, customer success, and more—to build a robust library of playbooks. For businesses transitioning from legacy processes, these frameworks quickly accelerate modernization.
• Tailored Implementation: We adapt these playbooks to each acquired business, customizing them for unique market conditions and organizational nuances.
• Continuous Improvement: After implementation, we continually monitor performance, gather feedback, and refine our playbooks to keep pace with evolving business environments.

3. Align Incentives

• Shared Upside: We introduce compensation structures tied to individual and team-based performance, fostering a shared ownership mentality. In family-owned or legacy businesses, this can be a powerful motivator for employees who may have had limited opportunities for profit sharing previously.
• Clear Goals & Metrics: We work closely with management teams to set unambiguous objectives, ensuring that everyone—from the shop floor to the C-suite—strives toward the same key performance indicators.
• Culture of Ownership: Empowering employees at all levels to make decisions, innovate, and take responsibility. By instilling a mindset of shared success, we foster a culture that rewards initiative and accountability over the long run.

4. Apply Modern Technology

• AI & Automation: We deploy artificial intelligence and automation tools in traditionally manual or paper-based environments. By replacing outmoded practices (e.g., spreadsheets and handwritten logs) with advanced systems, we free up human capital, reduce costs, and increase accuracy.
• Data-Driven Insights: Enhanced analytics and real-time reporting enable more agile decision-making, allowing for rapid pivots and resource allocation based on current performance.
• Scalable Infrastructure: In industries that are typically slow to adopt cloud-based solutions, we install modern, flexible platforms that streamline operations and are easily scalable for future growth.

Long-Term Hold Strategy

Our philosophy is rooted in holding companies for the long term rather than seeking quick flips. We focus on sustainable value creation by making operational and cultural improvements that yield ongoing profitability. We build a resilient portfolio capable of weathering market fluctuations without sacrificing growth by reinvesting cash flows—whether in technology upgrades, leadership development, or process optimization. By maintaining a patient investment approach and continuously applying our operational excellence framework, we aim for stable, compounding returns over time, ensuring each business we acquire remains robust and future-ready.

Why This Matters for Investors

• Superior ROI: Legacy or low-tech businesses typically trade at lower multiples. We unlock significant upside potential by modernizing operations and implementing our People, Technology, and Playbook enhancements.
• Risk Mitigation: A data-driven, hands-on approach reduces execution risk and stabilizes performance in sectors that may otherwise be vulnerable to technological disruption.
• Long-Term Growth Engine: Our strategy of buying and holding for the long term provides investors with a stable, compounding source of returns supported by operational excellence and ongoing reinvestment.