with Meredith Schlinkert and Michael Schlinkert · Background Connect
LenderHawk analysis. Not affiliated with or endorsed by Acquiring Minds.
Michael identified the opportunity to transition from advising on large M&A deals to owning and operating a business; both buyers sought a white-collar, remote-capable, recurring-revenue business in their local Houston market with strong unit economics and growth potential.
Business is operating smoothly with the seller providing an extended transition period; Meredith has assumed primary operational management role while implementing technological improvements and process automations the prior owner had not pursued; clients initially expressed concern about ownership change but have stabilized; company continues generating approximately one million in annual revenue with strong margins.
SBA loan filings we matched to this deal