Our Strategy

Minority Equity Checks for the Uncovered Segment

Boomer Fund invests in the lower-middle-market companies generating $500K–$2M in EBITDA — businesses overlooked by traditional PE and too complex for individual buyers.

We combine institutional underwriting discipline with the execution speed of entrepreneurial operators. The result: a scalable platform that preserves essential companies while delivering cash-on-cash returns for LPs.

Our Strategy

Minority Equity Checks for the Uncovered Segment

Boomer Fund invests in the lower-middle-market companies generating $500K–$2M in EBITDA — businesses overlooked by traditional PE and too complex for individual buyers.

We combine institutional underwriting discipline with the execution speed of entrepreneurial operators. The result: a scalable platform that preserves essential companies while delivering cash-on-cash returns for LPs.

What We Look For

EBITDA

$500K–$2M

Region

U.S.-only

Industry

Recession-resilient, service-driven verticals

Ownership

Founder-owned, no succession plan

Structure

5-10% equity checks for 19% ownership.

Example Sectors:

Home services

Non-clinical healthcare

Transportation & logistics

Professional services

Manufacturing

MSPs

Why the Opportunity Exists

There’s a structural failure in lower-middle-market succession.

2.3M–2.9M U.S. businesses owned by individuals aged 55+

2.3M–2.9M U.S. businesses owned by individuals aged 55+

2.3M–2.9M U.S. businesses owned by individuals aged 55+

∼60% have no documented

succession plan

∼60% have no documented

succession plan

∼60% have no documented

succession plan

If just 10–20% of those firms shut down instead of selling:

3.2M–6.4M

jobs at risk

$1.3T+

in wages lost

Want to see our model, terms, or pipeline?

Request Access to Data Room

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boomerexitfund.com

+1 (419) 351-9755

Contact

Contact

Contact