Bridging Generations of Leadership

We acquire and operate successful lower middle market companies, enabling founders and owners to pursue their next set of dreams.

About ETA Investment Group

ETA Investment Group is an independent sponsor and acquisition platform focused on buying and operating successful lower–middle–market companies. We emphasize platform + add‑on strategies, resilience, and long‑term value creation.

Investment Criteria

  • Sectors: tech‑enabled business services including software, systems integration (e.g., audio/video, unified communications, building and process automation), and IT managed services (access, network).
  • Business profile: recurring or reoccurring revenue, strong customer retention, low to moderate CapEx, diversified customer base (low concentration).
  • EBITDA profile: platforms at $3–8M, add-ons at $1-3M.
  • Geography: United States and Canada.

Representative Focus Areas

  • Software service providers (implementation, managed services)
  • AV/Unified Communications systems integration
  • Workflow automation & commercial document management

Our Process

  1. Intro & fit check (1–2 weeks).
  2. Indication of Interest ("IOI") with high‑level terms.
  3. Management Presentation, internal analysis, then Letter of Intent ("LOI").
  4. Confirmatory diligence, Purchase Agreement, and closing.

We move at the seller’s pace. Confidentiality always maintained.

FAQs

What does "ETA" stand for?

Entrepreneurship Through Acquisition.

What makes ETA Investment Group special?

ETA Investment Group is not a traditional finance‑led private equity buyout firm. We are an operator‑led partnership of long-time colleagues, backed by multiple capital providers, focused on acquiring platform businesses in a few carefully defined industry segments where our experience gives us an edge.

Will my information be kept confidential?

Yes, we maintain strict confidentiality and information security measures.

Do you consider minority investments or only control transactions?

Typically only control transactions.

Do you work with brokers and bankers?

Yes, we work with Sell-side Brokers and Investment Bankers, but we don't typically pay a "Finders Fee".

Do you require seller rollover or allow full cash‑out?

We prefer Sellers that are willing to rollover equity, but it's not a requirement.

How many investments has the company made?

We do not share this information with the public. Feel free to contact us for a private discussion.