Not a Building. Not a Startup. Profitable Cash-Flowing Businesses.
Invest alongside us in cash-flowing companies at 3–5x earnings
Investment
Preferred Return
Operators
Fund terms at a glance
Offering made only by Private Placement Memorandum.
| Term | Catalyst Fund I |
|---|---|
| Target fund size | $10,000,000 |
| Offering | Regulation D Rule 506(c); verified accredited investors only; offered only by PPM |
| Minimum investment | $100,000 |
| Target preferred return | 8%, accrues if a year falls short |
| Transaction fees | Up to 3% acquisition fee and up to 3% disposition fee |
| GP commitment | $1,000,000 |
| Target companies | $500K-$5M EBITDA, North America; trades, services and manufacturing (HVAC, plumbing, electrical, construction, niche manufacturing, pharmacy and local healthcare) |
| Entry multiple / leverage | 3x-5x EBITDA; debt kept below 3x EBITDA |
| Portfolio / hold | 10-20 acquisitions; 5-7 year target hold |
| Fund term | 10 years with extensions |
| Distributions / tax | Quarterly distribution target; annual K-1 |
Who can invest
Only accredited investors whose status has been verified, as Rule 506(c) requires. Under SEC rules, individuals generally qualify with income over $200,000 ($300,000 with a spouse) in each of the past two years, net worth over $1 million excluding a primary residence, or certain licenses such as Series 7, 65, or 82.
Offering made only by Private Placement Memorandum.
Fund vs a single search fund
A traditional search fund backs one operator buying one company. Catalyst Fund I pools capital across many acquisitions.
| Catalyst Fund I | Single search fund | |
|---|---|---|
| What the capital backs | 10 to 20 acquisitions | One operator buying one company |
| Who runs the company | The principals take control at close, build the leadership team, and run the companies | Results depend on a single deal |
| Debt and GP capital | Acquisition debt is kept below 3x EBITDA. The general partners have put $1 million of their own capital into the fund. | — |
$10T
of business value changing hands as owners retire
The businesses that run Main Street are changing hands.
Essential companies with real customers and real cash flow are coming to market faster than there are qualified buyers to run them.
A retiring generation
Baby boomers own over half of America's small businesses — and they're exiting fast.
No succession plan
Most owners have no plan for who takes over, and no buyer lined up when they're ready.
A buyer's market
Profitable, essential companies trade at a fraction of what public or venture assets cost.
Every one of these buildings is a business with customers, cash flow, and an owner heading for the exit.
Essential. Physical. AI-Proof.
We buy industries that require skilled hands and physical presence — not keyboards.
Trades & Services
HVAC, Plumbing, Electrical
Construction
Excavation, Environmental, Civil
Niche Manufacturing & Fabrication
Specialty Manufacturing, Logistics
Essential Retail & Care
Pharmacy, Local Healthcare Services
These businesses won't be replaced by AI — they'll be sharpened by it, through better operational, sales, and marketing workflows.
You Already Understand This.
Cash-flowing business ownership uses the same vocabulary you already underwrite with. Pick the lens you invest through today.
How Business Acquisition Compares to Syndications and Venture.
Same underwriting discipline. A different risk and cash flow shape.
Comparisons are illustrative generalizations of each asset class and are not guarantees or projections of investor returns.
The Principals
Samson Jagoras
Principal & CEO/CIO
15+ years in entrepreneurship, acquisitions, and operations. Leads strategy, deployment, and growth.
Sam Skipworth
Principal & CLO
Deep expertise in debt, lending, and financial structuring. Ensures optimal capital structure for sustainable growth.
Jeremy Gerk
Principal & CTO
De-risks the portfolio through technology, data, and automation. Builds systems for diligence and ops.
Three principals with personal capital in the fund, running the companies we buy — not just backing them.
Operational Support
Spencer Linder
VP of Finance & Portfolio Oversight
Deep expertise in audit, financial reporting, and transaction analysis. Leads financial modeling, quality of earnings, and portfolio oversight.
Mike Collins
Operations Integration
30 years in operations, supply chain, and corporate strategy. Drives operational excellence and M&A integration.
Josh Lowman
Acquisitions & Integration
Marine veteran with deep acquisitions and M&A advisory experience. Leads deal sourcing, diligence, and integration.
We don't write a check and hope. We take control, build the leadership team, and run the company.
Why Search Funds?
32.1% gross IRR · 6.9x average return · 84% profitable
Source: Stanford GSB, 2024 Data — Performance since 1984
We Buy, Improve & Scale Businesses
We acquire Main Street businesses, run them ourselves with the leadership teams we build, and transform them into Lower Middle Market platforms.
Main Street Businesses + Exceptional Operators = Lower Middle Market Platforms
Buy
Acquire proven businesses at 3–5x EBITDA — far below what big PE pays.
Improve
Install EOS, automate back-office, add real-time data and financial controls. Enhanced with AI through better operational, sales, and marketing workflows.
Scale
Target 2–3x EBITDA growth through operational excellence and add-on acquisitions.
Clearly Acquired's Approach vs. Traditional Search
A structurally better model for investors and operators alike.
Traditional Search Fund
Clearly Acquired / Catalyst Fund I
The Diversification Advantage of a Fund Model
Traditional search fund investing requires investors to make concentrated bets on individual operators and single deals. The binary outcome — great operator, good deal, good returns, or the inverse — is the primary risk in direct search investing.
Catalyst Fund I solves this. By pooling capital across 10 to 20 acquisitions, investors get diversified exposure to the asset class's strong historical returns and larger acquisitions with seasoned operators, while significantly reducing the single-deal concentration risk that has historically made direct search investing inaccessible to institutional allocators.
The Hybrid Model
More flexibility. More deal flow. Better risk-adjusted returns.
Leveraged Buyouts
Acquire controlling stakes using equity + debt to maximize returns on capital.
Growth Equity
Deploy capital into proven businesses to fuel expansion and operational improvement.
Buy-ins with Operators
Partner with operators already scaling — providing capital and strategy to accelerate.
$500K–$5M
EBITDA Sweet Spot
3–5x
Entry Multiple
100%
Operator Aligned
Buy Earnings Cheap. Grow Them. Sell a Bigger Company.
Returns here come from three stacked levers — cash flow, debt paydown, and multiple arbitrage — not from a single exit event.
Buy at 3–5x
A $1.5M EBITDA essential-services company acquired at 4x = $6.0M purchase price.
Structure the capital stack
Acquisition debt sized below 3x EBITDA, with equity from the fund and management alignment on top.
Operate and grow
Pricing discipline, service-contract density, and add-ons take EBITDA from $1.5M toward $3.0M.
Exit a larger platform
Bigger, cleaner companies clear higher multiples — a 6–8x exit on grown earnings.
Illustrative only. Figures are a simplified example of the acquisition model and are not a projection, guarantee, or offer. Actual results will vary by deal.
Operational Leverage
Operators first. Investors second. We roll up our sleeves to drive real results.
Tech Integration
Modernize systems, automate back-office, and connect data across the business.
AI Orchestration
Deploy AI tools for underwriting, forecasting, and operational decision-making.
Operational Efficiency
Streamline processes, cut waste, and install financial controls from day one.
Grow Revenue
↑ Top Line
Reduce Costs
↓ Expenses
Result
↑ Profitability
Access Our Fund Deck
Review the Catalyst Fund I pitch deck to see how we're building the capital infrastructure to transform Main Street business ownership into an investable, scalable asset class.
Confidential — For Accredited Investors Only
Essential. Physical. AI-Proof.
We buy industries that require skilled hands and physical presence — not keyboards.
Trades & Services
HVAC, Plumbing, Electrical
Construction
Excavation, Environmental, Civil
Niche Manufacturing & Fabrication
Specialty Manufacturing, Logistics
Essential Retail & Care
Pharmacy, Local Healthcare Services
These businesses won't be replaced by AI — they'll be sharpened by it, through better operational, sales, and marketing workflows.
Recent Transaction
Environmental Construction Co.
$5.5M
Deal Size
$1.8M
EBITDA
$10.3M
Federal Contract Closed
$12M
Contract Pipeline
After 18 months, the business is on track to do $20M in top-line revenue — double the gross revenue at acquisition.
Ownership Split
52%
Operator
38%
Investors
10%
COO
Catalyst Fund I
Open NowInvest in a portfolio of high-performing businesses with strong operational growth. Seeded with $1M of our own capital.
Create your profile & get verifiedCatalyst Fund II
Coming SoonNext fund opportunity launching soon.
Catalyst Fund III
Coming SoonFuture fund opportunity.
What's In It for You
$10M
Fund Size
8%
Preferred Return
80/20
LP / GP Split
10–20
Acquisitions
Waterfall Distribution
8% Preferred Return
Cash flow goes to investors first. If a year misses, it accrues.
Return of Capital
Investors get back their full original investment.
80/20 Profit Split
80% of remaining profits to investors, 20% to the manager.
The General Partners have seeded the first $1.0M with their own capital.
Built-In Protections
Conservative Leverage
Never more than 3x EBITDA. Staggered deployment with reserves at close.
Asset-Backed Businesses
Real revenue, real equipment, real customer contracts. No speculative bets.
$1M GP Commitment
We eat our own cooking. Our money is in the fund alongside yours.
AI-Resistant Sectors
Physical work that requires human hands. Not getting disrupted by software.
Profit With Purpose
Our mission is to power the next generation of business owners — acquiring, improving, and scaling essential businesses that communities depend on.
Generate strong returns while creating massive impact — jobs, innovation, and opportunity in industries that matter.
Create Your Investor ProfileHow It Works
A clear path from profile creation to returns.
Create Your Account & Verify Your Investor Profile
Create your account, verify your identity, and join the investor network to get access to the fund webinar and prospectus.
Meet with Our Investment Team
Schedule a call to explore investment opportunities and learn how we source, acquire, and scale businesses for maximum returns.
Subscribe and Invest in Growth
Gain access to expertly vetted business acquisitions and invest in high-growth opportunities we acquire, operate, and scale.
We Source, Acquire, and Scale Businesses
Our team sources and acquires the businesses, takes control at close, and builds the leadership team to run and scale them.
Earn a Preferred Return on Your Investment
Our structured approach ensures investors receive a preferred return while creating long-term enterprise value.
Exit Strategy: Maximize Returns in 5-7 Years
We drive value creation with a clear path to exit—whether through a strategic sale, recapitalization, or transition into our continuation fund.
Frequently Asked Questions
Here are some frequently asked questions by investors.
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Get Started NowNot an offer to sell securities. Any offering is made solely by means of a Private Placement Memorandum ("PPM") to verified accredited investors pursuant to Rule 506(c) of Regulation D under the Securities Act of 1933. Investments in private placements are speculative, illiquid, and involve a high degree of risk, including possible loss of principal. Past performance of the principals is not indicative of future results. Any target returns or acquisition metrics shown are illustrative and are not guarantees or projections of investor returns. This material may contain forward-looking statements; actual results may differ materially.