Our Approach

Geographic Focus

Businesses Headquartered in the Western US.

Investment Criteria

We are looking for businesses with $2-$10 million in EBITDA.

Our Structure

Our preference is for the existing owner to continue to own a small portion of the business alongside us. We carve out ownership for your key employees to benefit in the long term growth that we hope to achieve.

We buy your business with a combination of debt from a bank and equity from investors that made their money owning and running businesses that probably look a lot like yours.

We are generalists when it comes to industries. With a few exceptions, if your business has a history of profitability and generates $2 million or more in EBITDA, we would love the opportunity to learn more.

What Makes Traction Different?

Traction Logo

Private Equity

Search Fund

C-Suite Operating Experience

•5th Generation Business Owner
•Lifetime CFO
•Small Business leaders

•Sometimes – most often board seats

•Searchers don’t typically have this experience

Valuation

•Fair & Flexible

•High Valuation
•Varies

Ownership Period

•Long-term, no intention of selling
•5-7 years depending on the fund structure
•Varies

Plan for Sustained Profitability

•Invest in resources to grow the business
•Cut expenses (often headcount)
•On the job learning

Legacy Preservation

•We understand the importance in protecting the previous owner’s brand
•Not at the top of the list
•Not at the top of the list

WHAT MAKES TRACTION DIFFERENT?

C-Suite Operating Experience

Traction Logo
•5th Generation Business Owner
•Lifetime CFO
•Small Business leaders

PRIVATE EQUITY

•Sometimes – most often board seats

SEARCH FUND

•Searchers don’t typically have this experience

Valuation

Traction Logo

•Fair & Flexible

PRIVATE EQUITY

•High Valuation

SEARCH FUND

•Varies

Ownership Period

Traction Logo

•Long-term, no intention of selling

PRIVATE EQUITY

•5-7 years depending on the fund structure

SEARCH FUND

•Varies

Plan for Sustained Profitability

Traction Logo

•Invest in resources to grow the business

PRIVATE EQUITY

•Cut expenses (often headcount)

SEARCH FUND

•On the job learning

Legacy Preservation

Traction Logo

•We understand the importance in protecting the previous owner’s brand

PRIVATE EQUITY

•Not at the top of the list

SEARCH FUND

•Not at the top of the list