Who We Are

Ocean Peak Partners is a long-term holding company committed to acquiring, operating and growing a small-to-medium sized business.

We are a dynamic and energetic family team, eager to apply years of experiences in finance, consulting, and technology to building something of our own. With a deep-rooted passion for entrepreneurship, we have a unique perspective on the value of small businesses and what they bring to their communities.

Our philosophy is to make the business our own livelihood. We plan to finance the acquisition with our personal capital and loans, and can offer prospective sellers flexible terms to meet their needs. If you are a business owner who is ready for the next chapter, but want someone who will honor what you’ve built, then we may be a great fit.

Our Investment Criteria

Industry and Location

  • We are largely industry agnostic, focusing more on factors like:

    • A healthy growing market

    • A low to moderate CapEx requirement

    • Defensible moats or limited local competition

  • Mostly focused on Western US, including (but not limited to) the San Francisco Bay Area, the Greater Seattle Area, and Greater Los Angeles

Business Characteristics

  • Owner motivated to sell, but willing to be involved in a smooth transition

  • Tenured workforce with limited key-person risk

  • Trusting relationship with customers

Financial Profile

  • $500K - $1.25M of SDE/EBITDA

  • Averaging 5% annual sales growth and 15%+ EBITDA margin in the past 5 years

  • SBA loan eligible

Contact us.

Ocean Peak Partners LLC