Fermata Investment

Our mission is to provide a seamless transition for a business owner looking to retire or move onto another adventure. Our focus is on operational excellence and creating value for employees, customers, and partners for long-term success. 𝗪𝗵𝗮𝘁 𝗪𝗲 𝗟𝗼𝗼𝗸 𝗙𝗼𝗿 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗲𝘀: • ✈️ Travel, Leisure, Events & Hospitality (excluding F&B) • 🤝 Business Services • ⚙️ Light Manufacturing • ❤️🩹 Health & Wellness (excluding gyms, salons, spas) • 💻 Software 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹𝘀: • Revenue of $1.5 million - $10 million • EBITDA of $0.5M–$2M 𝗩𝗮𝗹𝘂𝗲𝘀 𝗮𝗻𝗱 𝗖𝗵𝗮𝗿𝗮𝗰𝘁𝗲𝗿𝗶𝘀𝘁𝗶𝗰𝘀: • Strong foundation with loyal customers • Engaged employees and a history of operational success • Experienced team, with remote or hybrid staff preferred • Strong ties to Europe (customers, suppliers, partners) preferred 𝗪𝗵𝗮𝘁 𝗪𝗲 𝗢𝗳𝗳𝗲𝗿 𝗔 𝗰𝗼𝗺𝗺𝗶𝘁𝗺𝗲𝗻𝘁 𝘁𝗼 𝗰𝗼𝗻𝘁𝗶𝗻𝘂𝗶𝘁𝘆: Honoring the business’s existing culture and relationships. 𝗔 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗶𝘇𝗲𝗱 𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵: Tailoring strategies to preserve what makes the business special while driving growth. 𝗔𝗻 𝗲𝗻𝗴𝗮𝗴𝗲𝗱 𝗼𝗽𝗲𝗿𝗮𝘁𝗼𝗿: Ensuring stability and building for the future. If you’re a business owner exploring options to step away, we’d love to hear your story and explore how we can ensure a smooth and successful transition. Founded as a real estate investing entity, Fermata has evolved to focus on acquiring, operating, and growing an exceptional small to mid-size business.