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.
๐ช๐ต๐ฎ๐ ๐ช๐ฒ ๐๐ผ๐ผ๐ธ ๐๐ผ๐ฟ
๐๐ป๐ฑ๐๐๐๐ฟ๐ถ๐ฒ๐:
โข โ๏ธ Travel, Leisure, Events & Hospitality (excluding F&B)
โข ๐ค Business Services
โข โ๏ธ Light Manufacturing
โข โค๏ธ๐ฉน Health & Wellness (excluding gyms, salons, spas)
โข ๐ป Software
๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น๐:
โข Revenue of $1.5 million - $10 million
โข EBITDA of $0.5Mโ$2M
๐ฉ๐ฎ๐น๐๐ฒ๐ ๐ฎ๐ป๐ฑ ๐๐ต๐ฎ๐ฟ๐ฎ๐ฐ๐๐ฒ๐ฟ๐ถ๐๐๐ถ๐ฐ๐:
โข Strong foundation with loyal customers
โข Engaged employees and a history of operational success
โข Experienced team, with remote or hybrid staff preferred
โข Strong ties to Europe (customers, suppliers, partners) preferred
๐ช๐ต๐ฎ๐ ๐ช๐ฒ ๐ข๐ณ๐ณ๐ฒ๐ฟ
๐ ๐ฐ๐ผ๐บ๐บ๐ถ๐๐บ๐ฒ๐ป๐ ๐๐ผ ๐ฐ๐ผ๐ป๐๐ถ๐ป๐๐ถ๐๐: Honoring the businessโs existing culture and relationships.
๐ ๐ฝ๐ฒ๐ฟ๐๐ผ๐ป๐ฎ๐น๐ถ๐๐ฒ๐ฑ ๐ฎ๐ฝ๐ฝ๐ฟ๐ผ๐ฎ๐ฐ๐ต: Tailoring strategies to preserve what makes the business special while driving growth.
๐๐ป ๐ฒ๐ป๐ด๐ฎ๐ด๐ฒ๐ฑ ๐ผ๐ฝ๐ฒ๐ฟ๐ฎ๐๐ผ๐ฟ: Ensuring stability and building for the future.
If youโre a business owner exploring options to step away, weโd 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.
Company Details
- Address
- Washington Dc-Baltimore Area, Us
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- https://fermatainvestment.com
- HQ
- Washington DC-Baltimore Area
Fermata Investment Questions
Fermata Investment's website is https://fermatainvestment.com
Fermata Investment's LinkedIn profile is https://www.linkedin.com/company/fermatainvestment
Fermata Investment's industry is
Investment Management
Fermata Investment's top competitors are
Searchfunder,
The Black Friday Agency,
Global Case Competition At Harvard,
Lerner Associates,
Dealteam,
Churchill Asset Management,
Seven Seas Capital,
Firstgen Growth,
Securities Society,
Grandview Peak Capital.
Fermata Investment's categories are Investment Management
