01 / SIZE
$2M–$8M
Target annual revenue.
A family investment company
Built on legacy.
Invested in tomorrow.
We acquire and support growing, family-owned businesses with patient capital and operating experience.
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Our story & approach
Operators at heart.
Partners for the long term.
Our family has built and operated businesses in real estate, supply chain and logistics, sales and distribution, and higher education. We bring that experience to each investment.
What owners can expect
- Respect for your business, its culture, and its people
- Hands-on support with systems, operations, and growth
- Flexible discussions around succession and future ownership
Investment criteria
Is your business a fit?
02 / PROFITABILITY
20–30%
Target EBITDA margin.
03 / MOMENTUM
Growing businesses
A track record of growth and room to expand.
04 / OWNERSHIP
Family-owned
Founder-led or family-run companies ready for their next chapter.
Sectors of interest
Focused on essential businesses.
Open to opportunity.
Our interests include the sectors below, and we welcome adjacent opportunities.
Professional Services
Established B2B service businesses with strong client relationships, recurring demand, and clear market positioning.
Construction, Trades & Home Services
Construction companies, electricians, plumbers, specialty contractors, and other skilled trade service businesses.
AI & Software
AI-enabled software companies and established software businesses solving practical customer problems.
Logistics & Trucking
Logistics providers, trucking companies, route-based operators, and transportation-related services.
Waste Management & Recycling
Waste collection, disposal, recycling, and related environmental or route-based service businesses.
Industrial & Adjacent Opportunities
Other enduring, cash-generating industrial, infrastructure, and essential service businesses with attractive fundamentals.
Our leadership
Meet the family.
01 / LEADERSHIP
Ashok Garg
Chairman
Ashok has spent decades running family businesses. He previously led a regional sugar traders association in India and later founded a college focused on expanding access to education.
02 / LEADERSHIP
Shobhit Garg
Chief Executive Officer
Shobhit is a UCLA-trained engineer working at CrowdStrike, with previous experience at Periscope Data / Sisense. He helps businesses improve their technology, systems, and processes.
03 / LEADERSHIP
Arpit Garg
Chief Operating Officer
Arpit guides the family's U.S. investment activities. His background includes investment management at JPMorgan and advising on acquisitions. He holds a master's degree in Finance from Georgetown University.
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Let’s talk about
your business.
Exploring a sale, succession, or growth capital? Tell us about your company and what you have in mind.