SD
SD & Co.
Institutional Integrity. Boutique Focus.

The Value
Others Overlook.

A boutique investment firm dedicated to the long-term stewardship of exceptional lower-middle-market businesses.

Sophisticated boardroom interior

"We don't buy companies to exit; we acquire legacies to preserve and amplify."

SD & Co. Acquisitions Founder

Strategy Snapshot

Focusing on sustainable recurring revenue models in B2B SaaS platforms.

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Target Revenue

$50k – $5M

Focusing on high-margin service providers with established client bases and clear recurring revenue streams.

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Target EBITDA

$0 – $2M

Seeking operational efficiencies and growth opportunities in historically under-managed high-potential entities.

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Geography

Continental US

We pursue opportunities across the continental US, with particular depth in high-growth technology corridors.

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Preserve Your Legacy.

We are active buyers looking for the next great American business. If you are considering a transition, let's have a discreet conversation.