A Succession Plan for Your Business's Future and Your Legacy
Are you ready to sell your business and transition into the next phase of your life, knowing your business will thrive?
Our Principles
Conrado Oliveira
Conrado is a passionate leader who founded Sun Haven Partners to acquire, lead, and sustainably grow one amazing business over many years.
Being the son of an immigrant parent turned entrepreneur, Conrado grew up close to the realities of small business and entrepreneurship. This upbringing instilled in him the values of grit, resilience, and hard work from a very early age.
During college, he worked for three years with small businesses, helping them understand their clients, launch new services, and improve their operations. Post-college, he worked at Accenture for over 5 years, where he was a manager working on strategy, M&A, and corporate finance for companies in the public sector, telecommunications, education, logistics, media and entertainment, and consumer goods.
Conrado currently lives in Chicago. Outside of work, he enjoys being outdoors, running, soccer, reading, and spending quality time with family and friends.
Conrado is a passionate leader who founded Sun Haven Partners to acquire, lead, and sustainably grow one amazing business over many years.
Being the son of an immigrant parent turned entrepreneur, Conrado grew up close to the realities of small business and entrepreneurship. This upbringing instilled in him the values of grit, resilience, and hard work from a very early age.
During college, he worked for three years with small businesses, helping them understand their clients, launch new services, and improve their operations. Post-college, he worked at Accenture for over 5 years, where he was a manager working on strategy, M&A, and corporate finance for companies in the public sector, telecommunications, education, logistics, media and entertainment, and consumer goods.
Conrado currently lives in Chicago. Outside of work, he enjoys being outdoors, running, soccer, reading, and spending quality time with family and friends.
Meet The Investors
Santiago Perez
Cerralvo Capital
River Ewing
Hadley Family Capital
Tom Cassutt
TD Invest
Stephen Goddard
Kamylon
Dan Bochner
Liberty Search Ventures
Rob Cherun
Legate Partners
Tiffany Augustyn
Endurance Search Partners
Lew Davies
Cambria Group
Will Thorndike
Cromwell Harbor
Álvaro Guarderas
Martell Capital Partners
Jon Selame
CEO of Wilkins Media
Alex Gelman
Gelman Brothers
Gio Gallo
Co-CEO of Ethico
Nick Gallo
Co-CEO of Ethico
Brian Williams
CEO of FIMC
Alex Schneider
Grosse Point Capital
What We Look For
If your business meets the criteria below, we’ll be a great fit. We know that the “perfect” business doesn’t exist, so if you don’t meet all of these criteria, we’re still excited to meet you.
We’re mainly focused on the following industries:
- B2B Services
- B2B Software
We’re looking for this size range and these characteristics:
- $2M – $7M EBITDA
- $2M+ ARR (software only)
- >20% profit margin
- Privately held
- Minimum 5-year operating
- High degree of recurring revenue
- Low customer concentration and churn
We value people and are committed to treating them with respect. We’re looking for a company that shares this value and has built a healthy culture.
- High employee satisfaction
- High employee engagement
- Low employee turnover
We’re looking for a business with a proven track record.
- Minimum 5-year operating history
- Consistent margins over the past 3 years
- Consistent growth over the past 3 years
Our focus is on making an acquisition with majority ownership.
- We are open to business owners maintaining equity in the business
- We’re flexible on the owner’s role post-acquisition
We’re mainly focused on the following industries:
- B2B Services
- B2B Software
We’re looking for this size range and these characteristics:
- $2M – $7M EBITDA
- $2M+ ARR (software only)
- >20% profit margin
- Privately held
- Minimum 5-year operating
- High degree of recurring revenue
- Low customer concentration and churn
We value people and are committed to treating them with respect. We’re looking for a company that shares this value and has built a healthy culture.
- High employee satisfaction
- High employee engagement
- Low employee turnover
We’re looking for a business with a proven track record.
- Minimum 5-year operating history
- Consistent margins over the past 3 years
- Consistent growth over the past 3 years
Our focus is on making an acquisition with majority ownership.
- We are open to business owners maintaining equity in the business
- We’re flexible on the owner’s role post-acquisition
How We're Different
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Our Process
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We’ll get to know each other and confidentially talk about your business and goals to understand if we’re a fit.
If we’re a fit, we’re excited to meet you in person. We’ll fly to you and have a meeting to discuss your business and goals further. At this stage, we’ll sign an NDA and request basic financial information to discuss an estimated value for your business.
We’ll put together an initial non-binding offer so that we can discuss the terms and structure of the acquisition.
After an initial alignment on terms and structure, we’ll submit a letter of intent (“LOI”), which is a formal, non-binding offer to acquire your business with a purchase price and key terms. A signed LOI will provide Sun Haven Partners a 60-90 day exclusivity period to conduct due diligence.
During the diligence process, we will understand your finances, operations, and team in greater detail. Third-party specialists such as lawyers, accountants and banks will be engaged at this step. We’ll provide transparency and navigate this step closely with you.
At closing, we’ll sign the final documents, wire the funds and celebrate!
Frequently Asked Questions
We know the business you built with sweat and tears is your baby and your legacy. We’re here to provide a unique succession plan.
We’ll work closely with you to understand your business, its history, and culture to ensure we’re a great fit. Once we understand we’re a fit, we’ll be communicative, transparent, and fair during the negotiation process. Conrado, backed by experienced investors and entrepreneurs, will work full-time on your business and be dedicated to ensuring your company is successful and that you are proud of your legacy.
No, there aren’t any geographic restrictions on partnering with Sun Haven Partners. Post-acquisition, Conrado will relocate to wherever your business is based and operate it full-time.
Yes. Sun Haven Partners is backed by experienced investors and entrepreneurs with capital ready to deploy.
Our succession plan is tailored to meet your needs. Whether you want to move on from the business to focus on the next phase of your life or would like to stay involved in some capacity, we’ll work together to design a plan that is best for you.
Our goal isn’t to make radical changes to your business. We value your employees and want them to be part of the continued growth of the company.
Contact Us
- contact@sunhavenpartners.com
- 312-809-0526
- Chicago, IL