Search Focus

Lone Star Legacy Fund is looking to invest in the acquisition and operations of small businesses in the Dallas/Fort Worth area to operate and grow over a long term period. We search for a small business with growth potential, but here are some of the most important criteria that we will use as a starting point when evaluating a business.

Financial Criteria

  • Minimum Revenue: $1 million

  • Minimum Seller Discretionary Earnings: $450,000

  • Low to Moderate Capital Intensity

Company Criteria

  • Recurring Revenue

  • High customer retention

  • Fragmented industry

  • Room for growth through marketing, sales, or operational efficiencies

Owner Characteristics

  • Owner seeking exit

  • Serial entrepreneur ready for next venture

  • Willing to assist with transition and training of new owner