Expand Your Transaction Landscape

In the pre-middle market, success is mapped in many directions, because every business and business owner demands a personalized approach. The companies in this landscape have revenues between $5M and $50M, EBITDA under $5 million, and the distinct understanding that they require tailored strategies and agile solutions. At Greybull Stewardship, we specialize in identifying and investing in promising businesses within this market. By applying our extensive expertise, we ensure every transaction is strategically evaluated and executed for optimal outcomes.

Our Investment Criteria

We provide financial capital and dedicated operational support to businesses ready to scale their organizational capabilities and drive sustainable growth.

Company Characteristics

⦁ Revenues of $5 to $50 million

⦁ EBITDA under $5 million

⦁ Significant growth
opportunity

⦁ US-based

Transaction Types

⦁ Buyout

⦁ Growth Capital

⦁ Shareholder Liquidity

⦁ Recapitalizations

Investment Structure

⦁ Prefer majority ownership with management as a significant owner

⦁ Minority ownership possible in certain situations

Target Industries

⦁ Business Services

⦁ EDUCATIOn

⦁ Franchising

⦁ Manufacturing

⦁ Saas

The Greybull Difference

Pre-Middle Market Expertise

We focus exclusively on pre-middle market businesses – because that is where our expertise thrives. These companies, driven by innovation and entrepreneurial passion, are the backbone of the U.S. economy. We are committed to helping them reach their full potential.

Operational Excellence

Our comprehensive operational support guides businesses toward sustainable growth. We deliver cross-functional resources from process improvement to technology integration - empowering businesses to navigate challenges and drive lasting success.

Flexible Deal Structuring

We collaborate closely to develop the optimal deal framework, ensuring that all parties benefit. Our willingness to work together means your deal is crafted to best meet market and business needs.

Transparent Partnership

Our partnership is built on complete transparency. We maintain clear, straightforward communication at every step, ensuring you always know what to expect throughout the deal process.

Schedule A Live Introductory Session

Do you have a promising transaction on your radar? Book a live one-on-one introduction with a Greybull investment professional. We are here to discuss your deal opportunity, exchange insights, and discover how our specialized approach can support your transaction.

Book My Call

More Ways to Connect

Companies we consider to be a “good fit” for our portfolio tend to have the following characteristics:

Businesses generating less than $5 million in profit or EBITDA. We welcome intentionally cash flow break-even models, such as SaaS companies, but do not invest in start-ups or businesses without proven models.

Companies operating in industries with recurring or repeat revenue streams. We have deep expertise in business services, tech-enabled services (including SaaS), franchisors, professional education, and specialty manufacturing.

A preference for partners who value a long-term approach. With no fixed exit timeframes or mandatory growth rates, we adapt to the business’s needs—whether that’s growth, cash flow, or a balance of both—over time.

Companies seeking hands-on support for growth projects and management team development. Our full-time functional experts provide guidance in finance, accounting, technology, strategy, planning, sales, marketing, recruiting, legal, and more.

Businesses that benefit from short-term working capital loans. Through our in-house finance company, we simplify access to working capital, eliminating the need for traditional lenders.

Submit Your Deal Blueprint

Complete the following form to submit more information about your deal inquiry directly to a Greybull investment professional. Our team will review your deal opportunity and follow up with you accordingly.

The Investment Team

Mason Myers

founder & ceo

Sasha Kovriga

managing partner

Rónán Carr

vice president, investments

Email Us

Reach out to Rónán Carr at ronan@greybullstewardship.com for personalized guidance and support on your deal.

Resources

Our Portfolio

Browse our portfolio to review a range of pre-middle market investments.

Case Studies

Check out our collection of business case studies to discover real stories and real results.

Press

Exciting business news and updates from Greybull’s frontline.

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The investments and strategies discussed on this website may not be suitable for all investors and are not obligations of or guaranteed by Firm or any of its affiliates. Such investments are not bank deposits and are not insured by the Federal Deposit Insurance Corporation or any other entity and are subject to investment risks, including the loss of the principal amount invested. This website does not contain any investment recommendations. No information, statements, or materials on this website should be considered or construed as recommending or not recommending any investment. Any opinions expressed on this website reflect Firm’s current views only. While taken from sources deemed to be accurate, Firm makes no representations about the accuracy of the information or its appropriateness for a given situation. The content of this website is presented on an “as is” basis with no warranties, express or implied, of any kind with respect to this website. Past results of Firm’s investment strategies are not necessarily indicative of future results. No representation is being made that any investment or transaction will or is likely to achieve profits or losses similar to those achieved in the past, or that significant losses will be avoided. The investment return and principal value of an investment may fluctuate. This website contains forward-looking statements, which reflect our current views with respect certain matters. You can identify these forward-looking statements by the use of words such as “outlook,” “believe,” “expect,” “potential,” “continue,” “may,” “should,” “seek,” “approximately,” “predict,” “intend,” “will,” “plan,” “estimate,” “anticipate” or the negative version of these words or other comparable words. Forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. Firm undertakes no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise. Any transactions described on this website as having been engaged in by Firm or any of its affiliates are included as representative transactions for illustrative purposes only and are not representative of all transactions engaged in by Firm or any of its affiliates. The experiences of select current and past executives of portfolio companies presented are intended to be illustrative of their experience and demonstrate the benefits of working with the Firm Team on portfolio company operations. They are not provided to solicit limited partners in any private fund offered or advised by Firm. Some executives featured herein also have an interest in a private fund offered or advised by Firm, and their experiences are not offered on the basis of being an investor in such fund but rather as a partner who works with the Firm team members. Additional information about Firm may be found in Firm’s Part 2A of Form ADV which is available at the SEC’s website, www.adviserinfo.sec.gov. The information on this website is subject to change without notice and may not be reproduced, used, or disclosed, in whole or in part, without the prior written consent of Firm.