There is a rapidly growing number of service-based businesses that are going out of business due to lack of succession planning. SVG identifies companies with positive cash flow and a track record of success and stability and takes ownership to manage and grow the operation.
With ~10k baby boomers retiring daily, and 19% of those are SMB owners ($5.1T value), there is a massive wealth transfer opportunity for new business ownership. Many of these businesses have historically proven to be cash-flow positive. Yet, many owners shut down due to lack of a transition plan.
At SVG, we invest in growing, recession resistant businesses with significant returns in the restoration/capital improvements industry. Our strategy is to keep the existing business intact, improve operational efficiencies, grow with a larger commercial customer base leveraging our existing business development partnerships, and invest in other like-kind verticals to scale into a national roll-up prior to exit. This allows us to maintain quality control in established markets.
Service-based businesses
Projected multiple IRR over 5 years.
Previous performance does not indicate future results.
2% Mgmt | 25% Carry | 10% Qtr Dist
2% Mgmt | 40% Carry | 8% Qtr Dist
$110M
U.S. NATIONWIDE
5 - 7 YEARS
As of September 2023
* Water mitigation focus
We empower small businesses for remarkable profitability while prioritizing people, sustainability and social change.