Savana is a one-company manager that provides an attractive transition opportunity for business owners.
$5 million or more revenue, looking to sell in the range of $10 million to $50 million
B2B, U.S. based, able to sell before 2024
Long-term customers, mission critical product
Technical equipment / instrument repair and maintenance
Multi-site healthcare services
Testing labs for food and agriculture
Precision sensing and data harvesting for farming, logistics, security and defense
Caleb comes from management consulting, project management, and venture capital, and is drawn to classic industry. He has worked for gold mining, water utilities, oil drilling, power generation, fiber telco, armored cash transport, private security, fish farming, chicken farming, tire manufacturing, automotive manufacturing, and an eccentric multi-billionaire. He also held leadership positions as an intelligence officer in the NSA's strategic analysis cell tasked to the US Army Pacific and the joint command task force in Iraq, and as a senior tactical advisor embedded in the Iraqi Army in Mosul.
Caleb came across small businesses entrepreneurship as a young intern on a five-person team building a private employer organization (PEO). This firm was later acquired by one of the most successful search funds in the history of the industry. This experience inspired the vision that would lead him to Savana Partners.
Caleb has an MBA from Harvard and a Bachelor of Computer Science from West Point.
Fiona Yu, CPA
Fiona comes from mid-market investing and operations management. She worked most recently as an investment associate for a leading search fund investor and was a VP of Operations and Strategy in a PE-backed high growth consumer brands company. Previously, she was a risk advisory consultant for EY, serving clients in the Healthcare and Media & Entertainment space.
Fiona discovered a passion for the middle market when Endeavor selected her to lead a growth strategy project for the founding CEO of an education management software company in Santiago, Chile. She fell in love with operating mid-size companies and has been all-in ever since.
Fiona has an MBA from UCLA and a Master of Accounting from Bentley University.
Savana is an independent manager
Business managers generally come in three flavors: strategics, PE funds, and independents. Each type has pros and cons for the seller and their employees, depending on the seller's goals for their business and themselves personally.
Savana is an independent manager. This means:
It's just us. The faces you see are the ones that will run your company and will be working with you the whole way.
It's just you. We don't have a portfolio. We are 100% committed to your company.
Savana is different
Because independents are so different from each other!
Independent buyers vary widely. That's part of the appeal. And in our experience, they tend to be genuine, good natured folk with an adventurous side.
Some things to consider when getting to know an individual buyer:
Their personal alignment with your business (and its employees and customers) in terms of values, fit, and vision.
Their experience, not only directly relevant experience, but evidence of having handled a wide breadth of issue complexity, industry variety, adaptability to change, employee personalities, and pressure under uncertainty--as business owners face.
Their partners (if applicable). Some individual managers have investment partners as a source of expert guidance and capital. These partners take a financial stake in the outcome of the managers they sponsor, and bring decades of deep experience as business owners themselves.
The best way to learn about Savana is by talking to us.
Meet our partners
Savana interviewed a large number of former / current CEOs and private investors and found over 30 experienced individuals to partner with us. We wanted to build a balanced yet aligned team across expertise, experience, and mindset, and we are fortunate to have found such an incredible wealth of experience and insight to back us.
Our partners (in no particular order):
Fiona and Caleb are a married management team excited to find their next company to manage and grow.
We are committed to maintaining the company's legacy while driving sustainable growth to create long-term value for all stakeholders, including employees, customers, shareholders and the broader community.
Savana comes from the Amerindian Taino word zabana, meaning "vast, open grassland". For Savana Partners, it means the sky is the limit.