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As a business owner himself, Robertson Equities, LLC. founder, David Robertson, knows what it takes to start, grow, and sustain a successful company. It's not easy work and it's not something you walk away from without knowing the future of the company and it's people is in good hands.
We value people; we value transparency; and we value the long term success of every company, team member, and community in which we're invested. Our goal, like yours, goes far beyond the successful completion of every transaction to include a healthy, thriving company after the transaction.
We help take your small to medium sized company to the next level. Together we reach the goal.
Our team has completed several company acquisitions and are looking to expand.
David Robertson is responsible for 3 of the United States' Fastest Growing Companies. He has successfully navigated 4 company purchases. David has had the pleasure to consult for Forbes, Fast Company, Chet Holmes International, and the largest consulting firm in North America.
With a wide range of industry experience he prides himself on the ability to quickly See Growth Strategy, Build Team Culture, and Create Profit with a Purpose.
We are an ideal partner for owners seeking liquidity or families completing generational transitions. We focus on acquiring stable, profitable small to medium sized businesses that meet our investment criteria. Unfortunately, over 90% of all businesses listed for sale in US in any given year do not sell.
Our goal, like yours, is to successfully complete every transaction for the fairest price and do so in the shortest time frame possible.
Annual Revenue: $1MM to $10MM
EBITDA: $600,000 per year.
For bigger deals we're open to co-invest with bigger players.
We're open to purchasing any company in the United States, but the following states will be preferred:
Texas
Florida
Colorado
Oregon
Ohio
We're open to considering other locations.
We're looking for an opportunities purchase companies in the following sectors & Industries:
Transportation/Warehousing
Manufacturing
Construction
PEM Services (Plumbing, Electrical, and Mechanical)
Grading & Paving
Business Services
Accounting
Marketing
Staffing
Robertson Equities, LLC. is not a broker. Robertson Equities, LLC. is a principal buyer. We acquire companies using our global network of partners and lenders. We utilize debt to finance acquisitions.
Robertson Equities, LLC. focus on long-term business strategies. We do not 'flip' investments or seek to generate returns through short-term financial tactics.
In general, we seek to fund and close transactions within 30 to 90 days after we enter a letter of intent.
Robertson Equities, LLC. will not run the company, a strategically designed management team will. We will partner with the management team to determine any changes required to improve performance.
No, if Robertson Equities, LLC. (buyer) stops making payments at any time, we will return company shares immediately. The seller will always have the option to buy back shares at any point.
Yes, the down payment commitment letter from the lender. We maintain a large rolodex of lenders we partner with to complete acquisitions.
Note: commitment letters are only issued if the borrower and company meet underwriting requirements. A commitment letter is a document that lets everyone in the transaction know that the lender is prepared to make a loan to repay the borrower.
Essentially, a business promissory note is a form of debt instrument where the issuer agrees to pay back the borrowed amount with certain terms, including interest rates, repayment schedule, and maturity date. These notes are legally binding and are often used in corporate finance as a means of securing short-term loans or as part of larger financial transactions.
In some cases, Robertson Equities, LLC. will issue a promissory note to the seller, because promissory notes provide a clear and formalized way of acknowledging and structuring a debt obligation within a business context.
Robertson Equities, LLC. will fill different roles depending on the needs of the company. At times, we are the outsourced CFO, the business development team or the strategic consultant. At all times, we are interested and active board members. We believe that our collective experience allows us to offer sound and prudent advice and guidance that, over time, adds value to each company.
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