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Criteria
We are excited about companies
with the following characteristics
Profitable
We are looking for businesses with $1M+ in earnings
Growing Steadily
Steady and solid historical growth of 10%+ per year
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Recurring Revenue and Strong Retention
Strong recurring revenue profile (50%+) and good customer retention
Stable business with Track Record
Business that have been around for 4+ years
Seeking a Transition
Owner seeing a transition
Based in the United States or Europe
We target US and European businesses
Focus Areas
Where we Focus
We usually focus on financial services, business operations, and white collar services, but great companies don’t always fit into neat boxes. We’d love to talk.
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Accounting, Bookkeeping, and Finance Operations
Bookkeeping, accounting, and CFO support to run finance operations end-to-end
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MSPs and other recurring Professional Services
IT MSPs with recurring services, and other recurring professional service offerings
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Software and Automation
B2B Software, analytics, workflow automation, and custom software to scale and modernize operations
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Business Operations and B2B Services
White-collar operational and support services across a wide array of areas
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Our Benefits
Why sell to us?
Lumenai Group combines deep industry expertise with operational excellence to support founders
through a thoughtful transition, preserve their legacy, and accelerate the next phase of growth.
Ability to hand over day-to-day management
Founder payout
Process
Time horizon
Approach to growth
Industry Expertise
Technical Capabilities
Ability to hand over day-to-day management
Bespoke terms with full or partial cash exit
Fast and simple process that can work with your timeline
Plan to operate for long-term
Long-term sustainable growth orientation
Deep specialization in financial services and B2B services
In-house technical capabilities to automate and improve operations from day one
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Venture Capital
Often required to remain post-acquisition
Locked into long-term incentive structure
Process can last for months
Goal to sell in 3-5 years
Focus on short-term value creation, which often leads to cost-cutting and layoffs
Broad, generalist focus; limited depth in your specific industry
Limited technical resources; relies on external consultants
Private equity
Continue running the company
No exit until sale or IPO
Months-long complicated process, requiring multiple investors to buy in
Focus only until next round
Unsustainable growth fueled by VC capital that pushes company to its limits
Optimized for tech scale, not financial or operational services
No operational support; founders responsible for improvements
Process
Exit Fast
A streamlined process built to give founders a smooth, rewarding exit
1
30 min
Intro Call
3
2 weeks
Letter of intent
5
Deal closed
2
48 hours
Sign NDA
Preliminary analysis
Submit initial offer
Preliminary analysis
Submit initial offer
4
60-90 days
Due Diligence
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