SMB Investments
We have started our own companies, brokered businesses, and invested in businesses, so we've seen all sides of transactions. More importantly, we've closed. Our experience lends itself to closing your deal faster & smoother.
Having been in the space for a decade, we have our deal team ready to go, with multiple lenders, QoE providers, attorneys, and CPAs. Many times you'll also wonder "what is market for this term?" and that is something we can answer for you throughout the deal process.
The fun of SMB is working on interesting niche businesses. If you share that innate curiosity about running profitable small businesses, we should explore working together.
Entrepreneurs, Brokers, Investors
Loren Vandegrift built a healthcare consulting business that he ran for 15 years.
Robert Kale built a marketing company that he ran for 7 years.
Both have brokered businesses since 2017 and invested in the SMB space since 2020.

Why Two Sons For The Name?
Each of the partners had a son around the same time that the entity was formed. It also alludes to the fact that we are all doing this for our future generations - the sellers, buyers, and investors are all capitalists, but it means more when we do it for our families.
Under LOI on a deal? Want to strategize an offer? Contact us and let's get started.
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