My name is Josh Feinerman, and I am looking for an exceptional business to buy and operate for the long-term.
I will look to either operate the business myself or partner with a seasoned operator, depending on the industry and situation.
I am targeting businesses in the Western US with $750K-3M+ in EBITDA, with a history of healthy growth and strong profit margins.
Whether you are thinking about retiring or are looking for a financial and strategic partner to provide well-earned liquidity while helping to drive future growth, I’d love to connect.
I find a wide range of companies exciting and I am eager to learn more about yours.
You can learn more about me here.
Why partner with Momentum Holdings?
Preserve Your culture & Legacy
I believe that a businesses’ brand, culture, employees and the communities it serves are critical to what has made the organization a success. My aim is to provide you with a well-deserved liquidity and a financial outcome for building a great company, while ensuring the continuity of your business and legacy.
Long-term personal Capital
I will invest personal capital representing a meaningful portion of my personal assets. This approach ensures true conviction and unwavering dedication to the continued success of your business. I am not a private equity group, nor will I accept money from investors that require me to make quick changes to drive a quick profit.
Hands-On Approach
I am excited to jump in and learn your business, working alongside the team you have built to help the business reach it’s event greater potential. I will dedicate my time, energy, and resources to help the business succeed.
Relationships Built on Trust
I believe that trust is built through constant open communication, especially when things get tough. I pride myself in being authentic and honest 100% of the time, no matter the circumstances.
Flexible Approach
I am committed to understanding what is important to you, and have the flexibility to provide terms to meet your personal and financial goals. I am open to acquiring from owners looking to exit the business entirely, or partnering with existing management teams looking for partial liquidity and a strategic partner to help drive continued growth and profitability.
Tailored Advisory Team
Momentum Holdings operates as a fundless sponsor, allowing the flexibility to build an advisory and investor group that fits the company being acquired.
Investment Focus
The Market
Industry agnostic
Particular interest in Consumer and B2B services, sports and entertainment, home services, healthcare (home health, med spas), niche construction (e.g. pool & spa), software, e-commerce, and multi-unit franchise portfolios.
Growing (at least ~5% YoY, ideally higher)
The Business
$750K - 3M+ in EBITDA (or SDE)
Strong management team with high integrity and value-based culture
Demonstrated 3-5 year growth and profitability (30%+ gross margins, 10%+ operating margins)
Defensible market position
Repeat customers (true recurring revenue is nice-to-have, but not required)
The Location
Western US + Texas
Target US metros: SF Bay Area, Los Angeles, San Diego, Seattle, Austin, Dallas, Phoenix, Salt Lake City, Denver, and Las Vegas.
Process
I understand that selling is a significant milestone in an entrepreneur’s life - for themselves and their families. I will conduct an open and collaborative process with the following characteristics to ensure a smooth transaction that considers and achieves the goals of all parties involved.
Transparency: I will provide a clear and transparent process from start to finish.
Confidentiality: I will ensure maximum confidentiality and minimum disruption to your business.
Speed: The process typically takes 3-6 months, but I can move faster depending on the situation.