Investor Relations
“We maximize shareholder value in the long term by maximizing customer value in the short term.”
-S. Davis, CEO
SD & Co. Acquisitions, Inc., is a software and consumer goods focused holding company pursuing the acquisition of vertical B2B SaaS businesses in the lower middle market, specifically companies generating $50K to $5M in annual recurring revenue, bootstrapped or lightly funded, with demonstrated customer retention and stagnant top-line growth. Our value creation thesis is straightforward: we acquire businesses where the product has already achieved market fit but where the absence of a formal go-to-market function has capped growth at founder bandwidth. We install disciplined, value-based sales execution against an existing customer base and a proven product, without rebuilding what works.
Our approach is operationally grounded, not purely financial. The principal brings three decades of software industry experience spanning infrastructure, development, SaaS company formation, including a prior company taken to market with institutional backing, and GM experience. We source deals through a combination of proprietary outreach, broker relationships, and AI-assisted deal flow platforms, and we underwrite to a hold, not a flip. For investors, this translates to a focused mandate, institutional governance infrastructure built pre-close, and a repeatable acquisition pattern that does not depend on market conditions to create value.