Independent sponsor · est. 2024

You did the hardest part.
We help you write the next chapter.

We buy and run businesses for the long term — led by a 20-year business owner, not a fund on the clock. Patient capital, modern technology, and a real operator's instinct for what makes a business work.

Start a conversation See how we work
Growth oriented
We invest to build, not to strip.
Technology enabled
Modern tools applied to proven businesses.
Future focused
We hold for the long term — no fund clock.
About us

An owner-operator firm, led by someone who's built companies.

Montcali Capital buys lower-middle-market businesses and grows them for the long term. We're not a fund deploying someone else's money on a deadline — we acquire one company at a time and run it ourselves.

Having built and sold a company before, we know the founder did the hardest part — getting it off the ground and meeting a real need. We build on that foundation with technology and capital, and we keep the team, the customers, and the character that made it work.

Daniel, founder of Montcali Capital
Our focus

We're specific about what we look for.

Specificity is how we earn trust. Here's exactly the kind of business — and owner — we're built to partner with.

A child balancing along a fallen log in a sunlit forest
Financial characteristics
  • Revenue roughly $3M–$40M
  • EBITDA $1.5M–$8M (no hard ceiling for an exceptional business)
  • Healthy margins — 20%+ preferred
  • 3+ years of stable earnings and cash flow
Aerial view across an endless green forest canopy
Where we focus
  • Healthcare back-office services
  • B2B business services
  • Specialty-finance services (fee- or float-based, not credit risk)
  • Companies located anywhere in the United States
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Management profile
  • An owner planning a transition — succession, liquidity, or retirement
  • Willing to help with the transition and values a committed, long-term partner
  • An experienced team that can run without the founder
  • High integrity and ethical values
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Company attributes
  • Durable revenue — recurring (50%+) or highly repeat (70%+ from returning clients)
  • Asset-light, with low capital needs
  • A diverse customer base
  • A fragmented industry with room to grow
  • Knowledge-, people-, and process-intensive

Have a great business that doesn't fit neatly inside these lines? We'd still love to hear from you — these are guidelines, not hard rules.

How we work

A process built around the seller, not the spreadsheet.

01
A conversation

We start with a call — no pitch, no obligation. We learn what you built and what matters to you in a transition.

02
A clear offer

If it's a fit, we put a fair, transparent indication of interest in writing. Real numbers, real structure, no surprises.

03
A careful close

We move quickly and respectfully through diligence — and we tell you exactly where things stand at every step.

04
The long haul

We keep your team and invest in the business. You can stay involved, roll equity, or hand off — your call.

"Montcali Capital works with owners to structure both the transaction and the transition to meet their needs."
What's next

The next chapter is yours, too.

You built something that matters. When you're ready for more time and a lighter load, we'll carry it forward — and look after the team, the customers, and the name behind it.

Contact

Let's start with a conversation.

No pitch and no obligation — just a chance to talk through what you've built and what a thoughtful next chapter could look like.

info@montcali.com 650-550-0295

Confidential. We never share what you tell us.