CCCUNDIFFCAPITAL

Current Focus

Current Focus

What Cundiff Capital is actively pursuing

We are actively looking for founder-owned asset-light businesses with strong operating fundamentals and a founder ready to transition. Our primary expertise is in franchise systems and multi-unit operators — but the right asset-light business, regardless of structure, will always get our attention.

At a glance: Platform acquisitions of $1M–$10M EBITDA (sweet spot $2M–$5M, especially franchise systems), plus add-on acquisitions below $1M that bolt on to an existing platform.

Primary Focus

Franchise Systems and Multi-Unit Operators

Cundiff Capital's deepest expertise is in businesses with a franchise or multi-unit structure. We understand how royalty models work, what drives franchisee performance, how to evaluate system health, and what it takes to reaccelerate a brand that has stalled. For these businesses, our operating background translates directly into value.

Business type
Franchisor, multi-unit franchisee group, or master franchise holder
Active units / locations
20 – 100
EBITDA
$2M–$5M — our sweet spot within the broader $1M–$10M platform range, and where our deal-by-deal capital structure is most efficient for franchise systems.
Revenue type
Royalty-based recurring preferred; contract revenue considered
Ownership
Founder-owned; no prior PE or institutional capital
Growth profile
Flat or declining unit count due to under-investment — not poor unit economics
Seller profile
Founder 50+, succession-motivated, values legacy preservation

We Also Look At

Asset-Light Businesses Broadly

While franchise systems are our primary focus, Cundiff Capital evaluates any founder-owned asset-light business that fits the following profile — companies that grow on people, recurring revenue, and relationships rather than heavy fixed assets or capital expenditure. If you operate an asset-light business with recurring revenue, a strong customer base, and a founder thinking about transition — we want to hear from you.

Business type
Any asset-light business with recurring revenue — B2B preferred, residential considered
EBITDA
$1M – $10M for platform acquisitions · Sub-$1M considered as add-on acquisitions to an existing portfolio company
Structure
Any — franchise, multi-unit, or independent operator
Client base
Commercial (B2B) preferred; strong residential businesses considered
Ownership
Founder-owned; no prior institutional capital
Geography
National or multi-regional preferred; strong single-market businesses considered

Add-On Acquisitions

Add-On Acquisitions

Cundiff Capital also pursues smaller acquisitions as add-ons to existing portfolio companies. Where a platform is already operating, we actively look for complementary asset-light businesses — regardless of size — that can be integrated to expand offerings, enter new markets, or strengthen client relationships.

Role
Bolt-on to an existing Cundiff Capital portfolio company
EBITDA
Below $1M — size is not the primary filter for add-ons
Business type
Complementary asset-light business in the same or adjacent vertical
Geography
Same or adjacent market as the existing platform
Integration path
Clear operational fit — shared clients, shared services, or geographic expansion

If you represent or own a smaller asset-light business that might fit within a larger platform, we'd welcome the conversation — even if the business is below our typical standalone acquisition threshold.

Sectors

Sectors of Current Interest

These are our highest-conviction sectors today — but they're examples within a broader asset-light mandate, not the limits of it. We are actively sourcing in:

Commercial facility services

Cleaning, pest control, HVAC/mechanical, landscaping, restoration.

Home services

Recurring residential service contracts with strong franchisee or operator economics.

B2B services

Businesses serving commercial clients with recurring, contracted revenue.

Also considering: Any asset-light business with strong recurring revenue, a defined customer base, and a founder who has built something worth building on.

The Opportunity

Why Founder-Owned Asset-Light Businesses

The lower middle market is full of asset-light businesses that have everything they need to grow — except a professional team and a focused capital plan. Founders have built real customer relationships, real recurring revenue, and real operating infrastructure. What they often lack is the bandwidth, the systems, and the succession plan to take the business to its next stage.

That's the gap Cundiff Capital fills. We're not financial buyers who show up with a spreadsheet. We're operators who understand how these businesses run, respect what founders have built, and have the capital infrastructure to close.

Timing

Our Timeline

Cundiff Capital is actively sourcing platform acquisitions. We engage our institutional equity partners early in the process, so we can move from LOI to committed capital quickly once a deal is in diligence.

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