Built by Founders
Preserved by Partners

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Based in Nashville, Tennessee, Southeast Partners acquires businesses from founders looking for a true Partner, someone who values the people and history behind the brand. We don't just buy companies; we steward the people and the hard-earned time invested in their growth.

Reputation, community engagement, and commitment to quality are non-negotiable to us. We believe those three pillars are fundamental to success and will cement our ability to preserve and grow a company over the long-term.


Our Edge

Three Pillars of Value Creation

Operational Rigor
Builders, Not Just Capital Providers

Over two decades of hands-on operational leadership — running 75+ locations with full P&L ownership, executing complex integrations, and improving margins through process discipline.

  • Multi-site P&L management & integration
  • Systems implementation & process design
  • Turnaround & margin improvement
Financial Discipline
Decades of Finance Leadership

50+ completed transactions representing over $1 billion in aggregate value. Institutional-quality transaction experience applied directly to the small business ecosystem.

  • Robust financial dashboards & KPIs
  • M&A, legal & corporate development
  • Structuring, diligence & closing expertise
Strategic Mindset
Respecting the Past to Build the Future

Before each investment we build a realistic strategic roadmap with targeted growth initiatives tailored to the unique needs and opportunities of founder-led businesses.

  • Strategic planning & growth roadmaps
  • Add-on acquisition identification
  • Network of advisors & domain experts

Acquisition Criteria

What We Look For

Geography
  • Southeast focus
  • Primary states: TN, AL, KY, GA
  • Virtually managed businesses with strong southeastern footprint considered
Business Profile
  • Tenured, well-established brand
  • Owner-operated
  • Recurring or mission-critical revenue
Transition Dynamics
  • Owner willing to stay through transition
  • Culture & name preserved post-close
  • Operations sustainable without founder reliance
Financial Profile
  • Revenue: $3M – $10M
  • Cash Flow: $500K – $3M
  • Manageable revenue concentration
  • Scalable operating margins

Sectors of Interest

Healthcare Services
Outsourced healthcare services businesses with steady, non-reimbursement revenue streams.
Business Services
Established service businesses with recurring revenue, loyal client bases, and defensible market positions.
Industrial Services
Mission-critical industrial operations with durable demand and meaningful barriers to entry.
Tech-Enabled Services
Technology-driven service businesses with recurring revenue and defensible market positions.

How We Work

A Simple,
Straightforward Process

Our approach is to provide transparency and structure to each transaction, ensuring you as the owner remain informed throughout. No one likes surprises, and as stewards of your business we work tirelessly to earn your trust from the beginning.

Step 1
Initial Business Review
An introductory call to understand your business, goals, and vision. If there’s mutual interest, we conduct a thorough review of financials, operations, and market position.
Week 1
Step 2
Indication of Interest
Formal IOI with proposed framework and preliminary valuation range, key terms and deal structure outlined clearly for both parties to evaluate alignment.
1–2 weeks after Step 1
Step 3
Letter of Intent
In-person meeting to align on shared vision. Together we finalize a detailed LOI covering purchase price, structure, and key terms.
2–3 weeks after Step 2
Step 4
Detailed Diligence
Comprehensive due diligence across finance, tax, insurance, regulatory, legal, and operations, thorough and designed to maintain momentum.
45–60 days after Step 3
Step 5
Purchase Agreement
Both legal teams draft the definitive purchase agreement. Runs concurrently with diligence to maintain deal momentum.
Concurrent with Step 4
Step 6
Closing
Documents executed, funds transferred. You and your team join the Southeast Partners family. Our integration team is alongside you from day one.
~1 week

Let’s Talk

Is Your Business
the Right Fit?

We’d love to learn about what you’ve built. Every conversation starts simply, without obligation, and at your pace.

© 2025 Southeast Partners, LLC · Nashville, Tennessee
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