Target Statement
TrueGrit is seeking to acquire a growing B2B services business generating $2-12mm of revenue located in the Southeast or Mid-Atlantic, with a primary focus on the Healthcare Services, Financial Services, and Knowledge Industries
Target Sector Themes
Healthcare Services
- Behavioral Health
- Medical Billing & RCM
- Occupational Health Services
- Healthcare Cost Containment
- Veterinary Practice Support
Financial Services
- Insurance Distribution & Services
- Benefits Brokerage & Consulting
- HR Services
- TPA's, PEO's, and ASO's
- Fractional CFO/Finance Services
Knowledge Industries
- Continuing Education Providers
- Corporate Training & Certification
- Market Research & Industry Intelligence
- Networking-related Services
- Association Management
Target Company Characteristics
Target Transaction Dynamics
A privately owned or founder-led small business seeking a smooth, thoughtful ownership transition—whether due to retirement, succession planning, or unforeseen circumstances. TrueGrit is the right fit for an owner ready to 'pass the torch' to a driven, hands-on entrepreneur dedicated to preserving and building upon their legacy. The priority is ensuring the long-term success and well-being of your employees, customers, vendors, and the community well beyond the transition.