Investment Firm Seeks B2B Services Company in the Continental U.S.

In this video, two principals from a national investment firm share who they are, the industries they are targeting, and what they value in prospective seller relationships—all within the lower middle market. Their criteria focus on B2B services, TICC, information services, specialized logistics, and other sectors where long-term operating improvements create meaningful growth.

They also discuss their personal backgrounds, their families, and what life looks like outside of the office—from exploring New York City’s food and arts scene to raising a young family in Miami. The conversation highlights their thoughtful approach to sourcing opportunities, working directly with founders, and pursuing acquisitions where legacy, people, and continuity truly matter. For business owners considering an exit, this is a clear look into how professional buyers evaluate fit, culture, and long-term vision.

Whether you're considering a sale or just exploring options, Calder Capital matches business owners with serious buyers who appreciate the legacy they've built.

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Timestamps
00:02 – Personal background: growing up in Pennsylvania & living in NYC
00:06 – Life in New York: food, museums, and exploring the city
00:14 – Introducing the second principal: life in Miami with family
00:17 – Career path and relocating from Seattle to Miami
00:22 – Hobbies and outdoor lifestyle

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About Calder Capital:
Founded in 2013, Calder Capital is a cross-industry mergers and acquisitions advisory firm with offices across the United States. Calder provides valuation, sell-side, and buy-side services. We are nationally recognized for excellence in advising $1-100M enterprise value transactions in manufacturing, construction, distribution, and business services. Calder serves business owners, entrepreneurs, family offices, financial buyers, and investors. Learn more at www.CalderGR.com.

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