We acquire and grow the small businesses America can’t afford to lose.
Boomer Fund is a minority equity fund in SBA-backed deals focused on the $500K-$2M EBITDA segment. Too small for traditional private equity, too essential to disappear.
About the Fund
Boomer Fund is built to solve a national succession crisis.
Every day, over 11,000 baby boomers reach retirement age. In the next decade, over 2 million U.S. small businesses will need to transition ownership — yet most have no succession plan.
We acquire these companies when others can’t. We preserve jobs, protect supply chains, and deliver value to our LPs through time-boxed, institutional execution.
How We Execute
What Makes Us Different:
We’ve engineered a proprietary platform that turns live deal flow into closed acquisitions — at scale.
Sourcing
Community of trained buyers + direct-to-owner seller platform
Operators
50+ SBA-ready acquirers — vetted, qualified, and deployable
Capital Stack
Equity-light structure: 5% capital contribution in exchange for 19% ownership stake + SBA leverage
Execution Team
In-house QofE, legal, deal quarterbacks, and lender bench
Post-Close Playbook
EOS/COFS cadence + 30/60/90/180 integration pods
Fund I Overview
Target Size
$5M
Check Size
5–10%
for 19% ownership
Operators
50+
SBA-eligible, trained acquirers
Lenders
10+
pre-cleared SBA partners
DPI Timeline
Refi at 12-48 months; distributions inside 36–48 months
Industry Agnostic
Health Care, Construction, Manufacturing, and More