Our Mission
To help solve your succession issue - with the initial goal to buy and operate one enduring business based in Houston, Texas.
Our Process
Full-time, long-term operator
Not looking for a business flip, but to utilize experiences as a leader and strategic operator to continue your legacy.
Houston Local
Grew up around entrepreneurs west of Houston. Journey is strengthened by the foundation at Rice (MBA 2015) and the invaluable access to the alumni network
Day-one involvement
Every good business starts with trust and stability. That's why we start at the beginning, and contribute at every step.
Flexible transition
Work with your goals and your timeline.
Whatever you have in mind, we will listen.
Our Founder
Rafeh M -
Strategic Operations & Growth Leader
Career
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15+ years of leadership experience across strategic operations, growth, and P&L ownership in Fortune 500 and scaling environments
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Delivered $250M+ in profit enhancement through operational optimization, cost efficiency, and go-to-market execution
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Former leadership roles at Verizon, Teladoc Health, and SiriusXM, with a focus on business transformation, commercial expansion, and operational scalability
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Led ~$5M capital improvement project—the largest revitalization (roofing, siding improved landscaping) in a 40-year-old residential HOA community as VP and Board Member​​
Bio
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Global perspective built across growing up in 10+ cities spanning Asia, Europe, and the U.S.; expertise in geographic expansion and navigating complex markets
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Co-founded nonprofit providing critical support to thousands of displaced families; raised $150K+ in aid
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Entrepreneurial legacy shaped by family history of rebuilding post Indian Sub-continent Partition, fueling resilience and growth-focused leadership
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Resides west of Houston with his artist wife and two boys​​​​​​​​​
Healthcare Services
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Medical transportation, home health care, IVF lab etc.
Business Services
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Commercial cleaning, HOA management companies etc.
Value Added Resellers / Distributors
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IT Managed Service Providers (MSPs), Critical communication services etc.
Manufacturing
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Non oil and gas
Our Focus Industries
Investment Criteria
Business:
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Distinctive and defensible market position
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Strong and diverse customer base​​
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Owner seeking a reduced role in business, and/or exit transition
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Positive and steady cash flow
Financials:
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Revenue < $25 Million
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Operating Profit < $3 Million
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Gross Margin > 30%
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Recurring Revenue or Re-occuring Revenue >50%
Location:
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Greater Houston area, with a preference for Richmond, Rosenberg, Katy or Sugarland​​​​
Our Advisors
Jason Starnes - Advisor​​
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Ex CFO of a large PE-backed materials reseller in North America (exit to strategic) Ex Wells Fargo Investment Banker in Houston, Texas Fellow Rice MBA, mentor, and friend
Gary Cooper - Accountant
Full-service public accounting firm located in 35+ years in the Heights, Houston, Texas Founder & CEO - Cooper CPA Group
Matt Bowles - Lawyer
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Attorney/Owner, Bowles PLLC
