for advisers
At Lightheart Management Partners, we know from experience that overseeing a transaction from start to finish can be difficult undertaking for intermediaries. We work diligently to move a process forward as we understand the value of time, and we are committed to paying a fair price for a business that fits our investment criteria.
why lightheart?
We offer an attractive alternative to more traditional forms of exit and will help facilitate a liquidity event that is personalized to your individual needs and circumstances. With the right combination of experience and financial capital, we will ensure the continued success of your business.
Our extended team consists of seasoned entrepreneurs, executives and investment professionals who bring both a breadth and depth of knowledge in growing businesses and the M&A process. Our investors have a significant amount of capital allowing us to creatively structure any transaction.
We pay a fee to any intermediary that introduces a successful transaction and we believe that everyone should be rewarded fairly and promptly for their contributions.
We will be very engaged during a transaction as we work efficiently to move the process along. We have an extensive track record of completed deals and know how to prioritize and focus on key items while working closely with you to address any concerns the Owner may have.
We have substantial flexibility to structure the transaction to suit the needs of the owner(s), whether it pertains to lifestyle, tax planning requirements or a desire for ongoing involvement.
investment focus
Our extended team consists of serial entrepreneurs, operators and investment professionals, who have a collective wealth of experience investing in and growing businesses in North America. With a strong track record of executing successful M&A transactions on a strictly confidential basis, we know what it takes to ensure a seamless transition.
INDUSTRY
- Growing and sizeable
- High degree of recurring revenues
- Fragmented market
- Minimal cyclicality
- Barriers to entry
- Low disruption risk
COMPANY
- History of profitability
- Growth potential
- Sustainable competitive advantage
- Asset light operations
- Diverse customer base
- Strong relationships
FINANCIAL
- $5 to $30 million of annual revenue
- $1 to $5 million of annual cash flow
- EBITDA margins over 15%
- 3+ years of growth
CONTEXT
- Owner seeking to expand and capitalize on growth opportunities
- Owner seeking liquidity or diversification and looking to add management capabilities
- Entrepreneur is looking to divest a non-core asset