Under LOI - Take-Private Co-Investment Opportunity in Financial Services Platform

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April 16, 2026

by a searcher from University of South Carolina in Durham, NC, USA

I am leading the take-private of a decades-old, profitable public company in financial services. The purchase price is $10M with approximately $5M in cash on the balance sheet (nominal short-term debt), making the effective enterprise value roughly $5M net of cash. The base business has been generating cash for decades in every economic cycle. The real opportunity is what comes next. The company sits on a captive network of thousands of member businesses that has never been fully monetized. The growth plan is concrete, executable, and funded within the deal. $7M committed including $1M from me personally as incoming CEO. Seeking $3M to complete the round. Pari passu common equity, no preferred returns, Q2 close. Check sizes of $500k+. If this fits your mandate, reach out and let's discuss.
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Reply by a searcher
from Dartmouth College in Cary, NC, USA
Do you know why current owners did not expand into that captive network?
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