We invest in high-quality businesses in large, fragmented markets, led by proven management teams, with strong margins, robust cash flows, and compelling opportunities for long-term growth
✔ 10+ years of consistent operating history
✔ Established brand presence across industry and geography
✔ Recurring or repeatable revenue streams
✔EBITDA margins of 10% or higher
✔Operating scale and efficiency drive positive leverage
✔ Multiple levers for organic growth
✔ Geographic Expansion, Product or Service Expansion, S&M efficiency, Pricing Optimization, Channel Development
✔ Fragmented industries presenting M&A roll-up opportunities
✔ Depth of experience across leadership roles
✔ Demonstrated execution capability
✔ Sponsor team with relevant background and track record
✔Entry multiples typically in the 3–6x EBITDA range
✔Opportunity for multiple expansion as scale increases
✔ Low capital intensity
✔ Efficient working capital management
✔ Strong FCF conversion profile
We invest at attractive entry multiples, creating a strong margin of safety and meaningful upside potential from day one
Strategic debt reduction over the investment period enhances equity value and improves the financial health of the business
We focus on driving organic growth and operational efficiency to expand both top-line revenue and bottom-line profitability
Professionalization and scale create the opportunity for multiple expansion at exit, generating additional return on investment
The combination of these drivers compounds to deliver strong, risk-adjusted returns for our investors
SMB VIG is a platform built by and for value investors with a shared mission: to identify, evaluate, and invest in overlooked, high-potential small and medium-sized businesses (SMBs) across Main Street America
This website is intended for accredited investors only.
All content on www.smbvig.com is proprietary information of SMB Value Investing Group (“SMB VIG”) and is for informational purposes only.
SMB VIG is not a registered investment adviser, broker-dealer, law firm, or tax advisor. Nothing here constitutes financial, legal, or tax advice, or an offer or solicitation of securities. Private securities are speculative and illiquid investments that carry substantial risk, including the potential loss of all invested capital. Investors should undertake independent due diligence and consult with qualified financial, legal, and tax advisors before making any commitment. SMB VIG LLC is not affiliated with, endorsed by, or associated with any of the companies mentioned on this site. All trademarks are the property of their respective owners.
