The Otiv Group — Long-Term, Stable Growth

THE OTIV GROUP

We acquire and grow small businesses for long-term, stable value.

Calm operations
Founder succession
People-first culture
Thoughtful growth

About The Otiv Group

We operate a concentrated portfolio built on patient acquisition and durable value creation. Our model blends the rigor of private equity with the stewardship of a family business. We favor steady compounding over flash growth.

Focus

B2B services, SaaS, Lead Gen, Media

Style

Hands-on, systems-first, people-first

Horizon

Evergreen, no artificial timelines

Geography

United States

Our Credo

  • Integrity compounding: We treat sellers, teams, and customers with respect throughout diligence and beyond.
  • Operational calm: We maintain healthy margins and cash conversion, then layer in systems for sales, service, and leadership.
  • Stewardship mindset: Our job is to be a great home for great businesses.
Inspired by best-in-class investors & operators; proudly independent.

Buying Criteria

We value clarity and fit. Below are the parameters that typically indicate a strong match.

Submit an Opportunity →

Business Type

B2B services, SaaS, Lead Gen, Media

Recurring or repeat revenue; mission-critical or essential spend for customers.

Geography

US-based operations

Single or multi-state footprint; remote eligible.

Financials

Revenue $250k–$1M; SDE/EBITDA $100k–$600k

Clean books, positive cash flow, strong retention.

Owner Situation

Succession or step-back

We support transitions—from earn-outs to full buyouts with thoughtful onboarding.

Customer Profile

SMB to mid-market

High retention and low churn environments are ideal.

Deal Dynamics

Simple, fair, confidential

We move efficiently with clear timelines and respectful diligence.

Our Approach

We blend operator discipline with investor pragmatism. Our playbooks are practical: stabilize, systemize, then compound.

  1. 1
    Listen & learn. Founder-first discovery, team & customer interviews, quality of earnings.
  2. 2
    Stabilize. Safeguard service levels, cash, and culture. No sharp turns.
  3. 3
    Systemize. Clean processes for sales, onboarding, billing, and reporting; light tech enablement.
  4. 4
    Compound. Prudent growth initiatives: cross-sell, pricing, channel partnerships, bolt-ons.

What We Bring

  • Calm capital with flexible structures
  • Operator experience in sales & ops enablement
  • Hands-on transition and leadership coaching

What We Avoid

  • High churn, customer-concentration risk
  • Unproven, pre-product businesses
  • Turnarounds requiring heavy capex

Typical Timeline

  • Week 1–2: Intro & fit
  • Week 3–6: Diligence & LOI
  • Week 7–12: Close & transition

Deal Structures

  • Full buyout or majority recap
  • Earn-out & seller financing as appropriate
  • Operator/JV partnerships for the right fit

Selected Holdings & Themes

A snapshot of categories we love. We keep our portfolio concentrated and focused.

Logos available upon announcement

Vertical SaaS

Niche workflow & billing

Simple, indispensable software with sticky retention.

B2B Services

Compliance & bookkeeping

Recurring, non-discretionary services with predictable demand.

Lead Generation

Mission-critical pipeline

Performance-oriented services and platforms that drive revenue.

Media

Newsletters & groups

Owned audiences that pair with services & software.

Start a Conversation

Sellers, partners, and brokers—share a few details. We reply within two business days.

By submitting, you agree to confidential handling. We never share deal info without consent.

O

THE OTIV GROUP

Holdings

A holding company investing in B2B services, SaaS, lead generation, and media. Long-term, founder-friendly, and operations-minded.

© The Otiv Group. All rights reserved.

Confidential deal flow welcomed: nathan@theotivgroup.com

Legal: Information on this site is for general informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Any potential transaction will be conducted in reliance on applicable exemptions and only with qualified parties. Confidential information will be handled under customary NDA where appropriate.