Staircase Beach Investments

An entrepreneurial investment firm focused on acquiring and growing high quality businesses in Southern California

Investment Criteria

  • Financial Profile


    Revenue: $2M - $50M

    EBITDA: $500K - $3M

    Stable, predictable cash flows

    Healthy margins and proven profitability

  • Business Attributes


    Recurring or repeat revenue streams

    Strong middle-management team already in place

    Loyal, diversified customer base

    Defensible market position — through brand reputation, proprietary offerings, high switching costs, or other barriers to entry

    Operational stability with a history of consistent performance

  • Industry Fit & Geography


    Focus areas: business and consumer services, industrials, manufacturing, transportation, logistics, distribution, and consumer products

    Preference for fragmented markets with competitive advantages

    Southern California focus (with flexibility for the broader U.S.)

    Low cyclicality and minimal exposure to commodity price swings

  • Transaction Types


    Entrepreneur, family, and founder-owned businesses

    Retirement-driven ownership transitions

Our Approach

Confidential & Respectful
All discussions are private and handled with discretion

Efficient Evaluation
Quick, straightforward assessment of fit, value, and deal structure

Speed & Certainty
Ability to move quickly from initial conversation to close, with committed capital to back every offer

Flexible Deal Structures
Tailored to meet owner priorities and timelines

Partnership Mindset
We approach every transaction as the start of a long-term relationship, aligning interests for mutual success

Pre-Transaction

Continuity First
Preserve company culture, employees, and customer relationships

Strategic & Operational Support
Apply resources, expertise, and relationships to help the business grow

Long-Term Commitment
Focus on building sustainable value over time rather than aiming for a short-term exit

Collaborative Decision-Making
Work closely with leadership teams to pursue thoughtful, measured growth initiatives

Post-Transaction

About Us

We are experienced investors with a track record of working closely alongside business owners and operators to help small companies grow and succeed. Our backgrounds in private equity give us the ability to evaluate opportunities quickly, execute transactions efficiently, and support businesses through important transitions.

We understand that for small business owners, selling a company is about more than a transaction, it’s about the people, the reputation, and the years of hard work spent establishing the business. Our goal is to honor that legacy while providing the resources, strategic guidance, and operational support needed for the next chapter.

What We Bring:

  • Small Business Focus – Experience working with small privately owned companies across a range of industries

  • Strategic & Operational Insight – Proven ability to partner with operators to identify growth opportunities, implement initiatives, and drive efficiency

  • Flexible Solutions – Transaction structures designed around the seller’s goals

  • Partnership Mentality – A collaborative, long-term approach with owners, management, and employees

Our mission is simple: to provide small business owners with a smooth, respectful transition and a trusted partner committed to helping the business thrive.

Contact Us