Under LOI - Take-Private Co-Investment Opportunity in Financial Services Platform
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.
from Dartmouth College in Cary, NC, USA