The
Next
Stewards

Carefully overseeing the transition of small businesses that built this country to the next generation of great & capable leaders, maintaining company culture and expanding founders’ visions.

  • Seeking Lower to Middle Market Businesses for Acquisition
  • With EBITDA between $1.5M and $3M

Story

Entrepreneur, Operator, & Investor

Raised on a farm in South Texas operating agricultural machinery, James is a 38 years old successful entrepreneur having previously co-founded a business directly after graduating from the University of Texas and exiting the company in 2015.


James then moved into corporate roles for the next seven years with a strong concentration in operations, sales, and process automation through technology. James has built and directed teams of up to 35 engineers, field technicians, developers, and managers. He has significant exposure to construction & engineering operations, business process optimization, tech sales, project management, finance, human resources, and vendor management.


Comfortable with a shovel and a hard hat, negotiating with CFOs, or building applications with developers, James has gained a diversified field of experience that is perfectly suited for The Next Stewards of America’s small businesses.

Our Investor Support

Through generations of business building, our investors have learned that mastery requires real field experience. We have the support of a select group of globally respected family offices and investment groups focused on collectively growing the legacy of small businesses and entrepreneurs. They know that Live Oak Heritage is deeply committed to the process of acquiring and growing small businesses across the United States.

Acquisition Strategy and Practices

Long term vission

  • Identify and implement new high margin, low investment, complementary product/service lines of business
  • Expand digital marketing in current and/or untapped territories
  • Grow sales presence in new regions
  • Cultivate existing customer relationships to grow average customer revenue
  • Add-on horizontal business organically or through acquisition
  • Vertical roll-up strategy

Management and Operations

  • Leverage existing key talent to place in growth roles and scale business operations
  • Modernization of back-office systems
  • Process documentation at all milestones and expansion of cross training
  • Continuous interdepartmental process improvement for handoffs and communication processes
  • Maintain and strengthen company culture, connecting with the human aspects of the business
  • Emphasize customer-centric approach for integrity and transparency

Our Target Industries

B2B Distribution and Wholesale

Manufacturing & Fabrication

Engineering

Our Acquisition Profile

+10 years in business

Stable historical earnings or slow growth

Diversified base of repeat customers

Recession resistant

Not highly cyclical

Strong management team in place

Domestic US location