A Private Equity Buyer for Your Lower Middle-Market Deals

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.

Revenue + EBITDA

  • Revenues of $5 to $50 million
  • EBITDA under $5 million
  • Significant growth opportunity
  • US-based

Transaction Types

  • Buyout
  • Growth Capital
  • Shareholder Liquidity
  • Recapitalizations

Target Industries

  • Business Services
  • Education
  • Franchising
  • Manufacturing
  • SaaS

Investment Structure

  • Prefer majority ownership with management as a significant owner
  • Minority ownership is possible in certain situations

Lower Middle‑Market Private‑Equity Buyer, jackson hole wyoming

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.

Book an Introductory Call

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

Send Us a Deal

lower middle market, long-term private equity investor

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

Greybull Founder and CEO, Investor, Mason Myers

Mason Myers

founder & ceo
Greybull Managing Partner, Investment Professional, Sasha Kovriga

Sasha Kovriga

managing partner
Greybull New Investments, Ronan Carr

Rónán Carr

vice president, investments

Email Us

| Meet the Greybull Team

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.