ACQUISITION CRITERIA
We specialize in acquiring established service companies in high-growth industries with strong automation potential
BUSINESS FUNDAMENTALS
Team Structure
We focus on businesses with a solid team in place—typically five or more employees—who are enthusiastic about continuing their work after the sale.
Geographic Focus
While we're open to opportunity, our primary interest lies in companies based in the Southeast United States.
Leadership Continuity
We look for businesses where operational leadership is already in place, ensuring smooth day-to-day management after ownership transitions.
Founder-Led Ethos
We look for businesses built by their original founders—not those owned by private equity or investor groups—because legacy matters.
GROWTH & INVESTMENT PROFILE
Built to Grow
We're drawn to businesses with untapped potential—especially those where our experience can accelerate responsible growth.
Industry Sweet Spot
Our ideal fit is in the home services space, where customer care, trust, and operational know-how drive success.
Financial Snapshot
We typically look to invest in companies with $1M–$10M in annual revenue and $250K–$5M in EBITDA.
Technology Readiness
We seek businesses that are already leveraging—or are well-positioned to adopt—modern tools like automation, scheduling software, CRM systems, or AI-driven insights to enhance scalability and operational efficiency.
HOW WE HELP FOUNDERS
Ready for Your Next Chapter?
Whether you’re planning retirement, starting a new venture, or simply ready to step back from day-to-day operations, we provide a seamless transition that respects your legacy while ensuring continued success.
Optimization Through Technology
We leverage AI and automation to enhance efficiency, reduce costs, and improve customer satisfaction—all while maintaining the personal relationships and quality standards your customers expect.
Get in Touch
- contact@oaktreesummit.com
- 1230 S. Myrtle Ave Ste 400 Clearwater, FL 33756