Approach | Steadfeather Capital

What We're Looking For

Financials

Demonstrated profitability and growth
B2B services businesses
- Annual revenues of $5M - $50M
- Annual EBITDA of $2M - $10M
SaaS companies
- $3-5M annual recurring revenue
Recurring and contractual revenue streams
Low capex requirements

Industry

Low seasonal/business cyclicality
High organic growth
Large, fragmented market
Non-commoditized service
High competitive barriers

Company

Owner is willing to sell and desires to transition out of a leadership role
Loyal customer base with low customer concentration and churn
Strong middle management
High operating leverage

How We're Different

Process

Introductory Calls

We want to get to know you and for you to get to know us. This can take 30 minutes or as much time as needed to make sure there is a fit.

Preliminary Analysis

We will conduct preliminary analysis to evaluate the industry, business, operations, and our ability to have a positive impact on the business. We will share our initial valuation and purchase price range.

Letter of Intent (LOI)

If there is an initial agreement on purchase price range, we will submit a letter of intent (LOI). This is a non-binding document that outlines proposed price, terms, and other material deal points. Required as part of the LOI is an NDA and an exclusivity clause. This step usually takes 2 weeks.

Due Diligence & Closing

After validating information on the business during due diligence, we will submit a purchase and sales agreement (PSA) and finalize any outstanding items. This usually takes 90 days. After closing, we will work closely with you to ensure a smooth transition for all employees, customers, and suppliers.

Is Steadfeather Capital compatible with your goals?

(650) 307-5882

jessica@steadfeather.com