Core Investment Profile
At Brickell Bay, we acquire profitable, founder-led vertical software businesses in specialized markets. We look for companies with:
Business Model
Vertical Market Software (VMS) or niche workflow tools that solve critical industry problems.
Financial Profile
$500K to $3 million in ARR and 10-30% EBITDA margins.
Operational Maturity
Established and profitable, led by experienced founders.
Technology Stack
Often legacy web or on-premises, ready for modernization.
Preferred Markets
Compliance software, industrial automation, and vertical SaaS, with high switching costs.
Ownership Structure
We prefer majority acquisitions (90-100%), with flexible founder involvement.
Geographic Focus
Primarily North America, especially the Midwest and Southeast.
Do You Fit Our Vision?
Vertical SaaS
Is your solution the backbone of a specific industry?
ARR $500K–$3M
Do you have annual recurring revenue in this range?
10–30% EBITDA
Are your profit margins healthy?
Founder-led
Are you a founder with a clear vision for your company?
On-prem or Legacy Web
Is your current technology stack ready for evolution?
North America Focus
Do you primarily operate in North America?
Majority Buyout
Are you open to a majority acquisition to accelerate growth?
At Brickell Bay, we seek software businesses that are the backbone of their industries, solving critical problems, fostering deep customer loyalty, and poised for their next growth phase. Our focus on vertical software in overlooked regions means we find gems others miss.