Independent sponsor · Permanent capital

Exceptional businesses deserve an enduring home.

Macberg Fund partners with owners of cash-flowing businesses on thoughtful succession, aligned capital, and the next chapter of their legacy.

Macberg Fund / 001Field note

Buy well. Operate thoughtfully. Hold forever.

01

Exclusive opportunity

02

Bespoke capital

03

Enduring ownership

Lower-middle-market succession

The profile we know best

EBITDA

$1m–$5m

Enterprise value

$5m–$30m

Hold period

Indefinite

Our approach

A considered transition, built to last.

The best succession outcomes feel less like a transaction and more like a handoff. We make room for the owner's priorities while bringing the capital and operating discipline to carry the business forward.

01

Respect what works

We begin with the people, customers, and operating rhythms that made the company worth buying.

02

Structure with patience

We pair asset-backed bank debt with aligned family-office and high-net-worth equity to build a durable capital base.

03

Compound for the long term

We keep strong management in place—or install the right operator—and grow exceptional businesses without a forced exit.

The right fit

Built for businesses with roots.

We look for profitable, durable companies in the lower middle market: brick-and-mortar and B2B businesses with loyal customers, capable teams, and an owner who cares deeply about what happens next.

  • Cash-flowing operations
  • Defensible local or B2B position
  • Clear succession opportunity
  • A team worth backing

Begin a conversation

The next chapter starts with a thoughtful first call.

If you are considering succession, liquidity, or a long-term home for your business, we would welcome the opportunity to listen.

macberg-fund@polsia.app