Our goal
Serve customers. Support employees. Compound returns.
Our thesis
Most businesses don't have a plan for what comes next
America is home to hundreds of thousands of profitable small businesses. They're the backbone of the economy, largely family-owned, and overwhelmingly without a succession plan.
We give those owners an opportunity to capitalize on what they've built, and then protect, professionalize, and grow their businesses — generating exceptional returns in the process.
Our mission
Buyer of choice. Steward of legacy.
We aspire to be the buyer of choice for small business owners, to be excellent stewards of their legacies, and to generate best-in-class returns to our investors.
Guiding principles
Our guiding principles for value creation in every business
Safeguard the proven model, the people, and the cash flows we underwrote.
Understand the business deeply, then pursue every credible path to a step-change in value.
Carry forward and advance founders' missions.
Do right by your people and help them reach their potential.
Investment criteria
What we look for
Up to $4M in EBITDA
Strong track record of year-over-year growth
2+ consecutive years of distributions over $500K
Capable, committed, tenured team
Customers rave about your service
Durable advantage over the competition
Team
The people behind Roland Group
Peter has a decade of investing experience across corporate private equity, private infrastructure, and public equities. Most recently, Peter was a member of the investment team at Copia Power, a Carlyle-backed developer of utility-scale renewable energy infrastructure. Prior to that, he was a member of the investment team at Vista Equity Partners, a software-focused private equity investor with over $100 billion in assets under management.
Peter holds a Bachelor of Arts, summa cum laude, from Yale University, where he was a member of the 2016 National Championship-winning Men's Varsity Squash team.
Ian brings deep operational experience to the team, having led and scaled teams at high-growth Silicon Valley companies. Most recently, he served as Chief of Staff and Director of Product at Faire, a venture-backed software company serving Main Street businesses. At Faire, he built a business line from zero to tens of millions in revenue and was responsible for scaling company operations as the company grew from 300 to 1,200 employees. He previously served Fortune 500 clients across the technology, healthcare, and hospitality sectors as a management consultant at McKinsey & Company.
Ian holds a Bachelor of Arts, summa cum laude, from Yale University.