Investment Approach

Mission Statement
We invest in resilient, profitable businesses and partner with owners to unlock their full potential. Our mission is to deliver lasting growth through disciplined financial management, operational excellence, and a commitment to preserving each company’s legacy.
Investment Philosophy
Our Partnership Model
Aligned incentives. Minimal upfront cost
Our compensation is designed to align with your growth:
- Modest management fee structured as a flat amount or a percentage of monthly profits, whichever is less
- Minority equity stake earned over time and tied to value creation milestones
- Transaction success fee if we help broker a sale, recapitalization, or other capital event
- This approach ensures you get strategic growth expertise, operational support, and exit planning guidance with minimal upfront cost while keeping us fully invested in your success.


Founder Bio
Preparing for Scalable Growth

Optimizing cost structures while maintaining quality
Implementing scalable systems to support growth
Enhancing cash flow visibility and forecasting accuracy
Establishing performance metrics that drive accountability
Maximizing operational efficiency to expand margins
Meaning of “Solterra

Target Criteria
EBITDA: $1–5M Geography: Southwest U.S. Business Model: Recurring revenue with proven market demand Industry Focus: Healthcare services, consumer services, and other resilient sectors

Process
Sourcing – Identify high-quality businesses with strong fundamentals and growth potential. Evaluation – Conduct detailed operational, financial, and cultural due diligence. Partnership – Align goals with owners and create shared success strategies.

Value Creation Levers
Operational efficiency and cost optimization Scalable technology and process improvements Strategic market expansion and new revenue channels
Why Choose Us
