$8M–$100M
TARGET REVENUE
$2M–$20M
TARGET EBITDA
3
CORE SECTORS
Flexible
TAILORED CAPITAL
We partner with businesses and founders to preserve the legacy of its founders, unlock untapped potential, and build enduring value for future generations.
We believe strong businesses, rooted in excellence and integrity, deserve thoughtful stewardship and strategic growth to thrive in the next chapter.
Acquisition Criteria
What We Look For
We focus on established, cash generative businesses with defensible market positions and management teams committed to continued growth.
Strong free cash flows and stable, recurring financial performance
Proven, sustainable growth with identifiable upside potential
Capable management team committed to continued success
Defendable market position in a niche or growing segment
Family or founder owned businesses seeking a thoughtful succession or growth partner
OUR APPROACH
How We Create Value
We are operators first and investors second. Our approach combines hands-on engagement with patient, long-term capital to build businesses built to last.
01
Legacy Preservation
We honor the culture, values, and people that built each business, ensuring continuity through every ownership transition.
02
Operational Excellence
Led by an operator-turned-investor, Optimus brings proven systems and hands-on engagement, not just financial engineering.
03
Long Term Value Creation
We prioritize multigenerational growth over short-term exits, deploying patient capital with a focus on enduring outcomes.
04
Values Driven Stewardship
Rooted in integrity and operational discipline, we approach each partnership with a commitment to doing what is right for the business and its people.
SECTOR FOCUS
Industries We Know
We concentrate capital and expertise in three sectors where we have deep operating experience and can add differentiated value.
MANUFACTURING
Industrial, specialty, and niche manufacturers with strong customer relationships and defensible processes.
INFRASTRUCTURE SERVICES
Essential services and asset-light infrastructure businesses with recurring revenue and long-term contracts.
SALES & DISTRIBUTION
Value-added distributors and sales organizations with established channels and proven market positioning.
Buying and Building with Purpose
Honor the Past
We respect the legacy of founders and the companies they’ve built, preserving what works, learning from what came before, and carrying forward the values that shaped them.
Operational Excellence
We pursue world-class performance at every level, optimizing people, systems, and processes to deliver exceptional outcomes.
Build the Future
We invest with a vision, creating enduring companies through disciplined growth, strategic investment, and leadership focused on the long term.
Create Opportunity
We build environments where people, ideas, and capital can thrive, opening doors for growth, leadership, and shared success.
Enjoy the Present
We believe great work is fueled by joy, gratitude, and presence, celebrating the journey while staying fully engaged in the moment.
Generous Living
We lead with a mindset of abundance, giving back, investing in others, and using success as a platform to positively impact lives.