David Kelly

Seeking ownership of a small business

Our offering:

I understand that your business was built through hard work, dedication, and vision. My goal is to provide a smooth transition that honors what you’ve created.

Dedicated partnership

Hands-on, collaborative approach, getting to know your business on a deep level and working alongside your team

Fast & flexibility

Acquisition terms that reflect your personal and financial goals, accommodating considerations like retirement timelines and family needs

Emphasis on long-term growth

My goal isn’t just to acquire; it’s to build upon your success. I am committed to investing in your business to ensure it thrives for many years to come

Expertise

Practical expertise in leading teams and prior experience navigating M&A transitions, ensuring a smooth and effective transfer of ownership

About me:

I have helped businesses achieve over $1 billion in revenue growth and identified $20 million in cost savings as a consultant at L.E.K. Consulting. Working closely with business owners, private equity firms and executives, I focus on finding new growth opportunities and making operations more efficient across industries like aviation, manufacturing, renewable energy, healthcare, and retail.

Before my consulting career, I managed ground operations for Sun Country Airlines in Portland, Seattle, and Los Angeles. There, I opened new stations, reduced ground handling costs, and improved on-time performance. I also led a 30-member team at Target, ensuring timely deliveries to over 60 stores.

Originally from Texas, I earned my MBA with a concentration in Finance Analytics from the University of Florida on scholarship. I also hold a bachelor's degree in Commerce from the University of British Columbia, graduating with honors.

I currently live in Boston, MA, and enjoy snowboarding, skiing, swimming, and hiking in my free time.

I'm now looking to buy a small business where I can apply my skills directly, make a meaningful impact, and help it grow to its full potential.

If you have a business you are looking to sell or would like to connect, you can contact me at the link here.

Investment criteria:

Financial

Consistent track record of positive earnings
Annual discretionary earnings of ~$250K-1M
EBITDA margin of ~10%+

Operational Dynamics

5+ year operating history
Secure market position with entry barriers
Strong industry tail-winds for future growth

Industries of interest
(Not exhaustive)

Service businesses (commercial or residential)
Manufacturing
Consumer products

Situational Criteria

Owner seeks to retire / transition from day-to-day operations by selling their business to an external partner

Acquisition process:

1. Introduction - Initial meeting and discussion of business. 2. Pre-offer conversations - Initial analysis to confirm general alignment on business and valuation 3. LOI - Outline major terms of the deal, (e.g., purchase price, payment structure, etc.) 4. Due Diligence - Verification of financials, legal matters, and business operations 5. Close - Both parties sign the purchase agreement, and the ownership officially transfers

I am committed to having a straightforward and open process for transitioning your business. The process typically takes ~100 days but can be faster / slower depending on the situation.

Page updated

Google Sites

Report abuse