
Seeking to acquire and operate a product, service, or online business with $350K–$2.0M in EBITDA, primarily focused on San Diego and Southern California.

I seek to acquire a single company to personally lead and grow for the long term.
Unlike a financial buyer, I am a hands-on leader committed to stewarding the owner's legacy.
I will preserve the unique culture and values that made the business successful, ensuring a smooth transition for employees and customers.
While preserving the company's core, I bring the proven playbook that scaled a technology business to over $700M in annual revenue.
My experience in strategic planning, product innovation, and go-to-market execution will unlock the company's next growth chapter, guided by a people-first leadership approach built on my 20+ year track record.
San Diego, California
Owner-Operator (full-time)
Established, profitable businesses with stable cash flow
Engineering, product management, operations, P&L leadership
I'm an operator, husband, and father in San Diego, committed to building something meaningful and sustainable

I spent over twenty years building and scaling technology businesses, most recently as COO & CPO at We Treat, where I owned the full P&L of a healthcare services & software company.
Prior to that, I spent over a decade at ServiceNow, where I led product strategy and execution as Head of Product for a major line of business, building and leading a cross-functional organization of over 100 people and helping to scale the business to more than $700M in annual recurring revenue.
Earlier in my career, I founded and ran Inforward, Inc., a boutique consulting firm delivering enterprise software solutions across finance, logistics, and healthcare.
I live in San Diego with my wife and daughter. My family is my "why"—they are the reason I am committed to building something sustainable, meaningful, and designed to last.
This search is rooted in the belief that the right business can provide both professional fulfillment and the flexibility to be present for the people who matter most.
This is not just a financial endeavor—it's a family legacy in the making.

While I remain flexible for the right opportunity, the following criteria represent my ideal acquisition profile
A transparent, efficient, and respectful process from initial contact to closing
Share a teaser or summary for rapid feedback (<8 hrs). Mutual interest leads to NDA and request for CIM/financials.
Review CIM/financials and submit clarifying questions. 24–48 hr feedback on teasers and CIMs. Attractive opportunities proceed to owner calls.
Discuss business, history, culture, and owner's goals. In-person visits preferred for local businesses.
Aim to submit LOI within 7–10 days of sufficient information. Terms balance fair value, bankability, and seller goals.
Conduct focused financial, legal, operational, and risk diligence. Target closing in 60–90 days.
My goal is to be straightforward, respectful, and decisive. If a deal isn't the right fit, I will tell you quickly and explain why.
With 20+ years of operational experience and a commitment to long-term stewardship, I bring a proven track record and a people-first approach
I have taken deliberate steps to ensure I am financially ready to close on the right acquisition
SBA 7(a) Pre-Approval
Equity Contribution
Deal Structures
I have obtained SBA 7(a) pre-approval up to $5M with a reputable lender. I have established relationships with transaction attorneys, CPAs, and due diligence providers to move efficiently once under LOI.
If you're a broker with a suitable opportunity or a business owner considering a sale, I'd welcome the chance to connect.
I'm committed to being a thoughtful, capable steward of the right business.

Review a teaser and provide quick feedback
Sign your NDA and evaluate a CIM
Have a confidential conversation about your business