Sundial Wealth

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STRATEGIES

Private SMBs

the strategy

Sundial buys economically resilient, decades-old, B2B firms with a fax machine; builds them to last forever; and then distributes profits to member families quarterly - targeting a 20%+ annual cash-on-cash yield.

the problem

Great Companies Are Being Ignored

Private Equity groups are often designed to target firms doing $5M+ in EBITDA, leaving great cash-flowing companies to be overlooked and trade in a highly inefficient lower micro-market.

Sundial targets B2B firms that provide essential products or services with 10+ years in business. We're industry agnostic, but it must be boring and growing.

The company should be doing $3M+ in Sales, $1-4M in EBITDA, have strong customer concentration dispersion (<20% from top 20 customers), and have little to no marketing team.

scaling the firm

The Valuation S Curve

The steepest part of the valuation curvetakes place when a firm grows from $4M to $12M in EBITDA.

Sundial scales firms through this curve through organic growth + bolt-on acquisitions.

Sundial builds firms to last forever. But in the event of a sale, the valuation increase generates 5X+ MOIC.

CASH-ON-CASH YIELDS

Quarterly Cash Flow. Targeting 20%+ Yields.

Sundial distributes the excess cash flows on a quarterly basis back to Member Families, targeting 20%+ cash-on-cash annual yields.

FROM OUR CIO

We buy exceptional decades-old B2B firms, arm them with great leadership, and distribute the profits to our Member Families quarterly.

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WHY ALLOCATE

The Underlying Magic

Direct Investment

Unlike a fund, investors invest directly into Sundial Holdings SPVs, purchasing Class A Units in Sundial Holdings, pari-passu with all investors.

Quarterly Cash Flow Distributions

Sundial distributes quarterly diviednds from operating companies on a 75% / 25% split, targeting 20%+ annual yields, net of fees.

Operating Team With No Management Fees

Sundial injects our team of operators to scale and professionalize the firm. There are no management fees. All costs are covered in the performance split. All adminstrative expenses are passed through.

Member Families First Look

Member Families get first look at every acquistion.

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Sundial is an invite-only multi-family office for entrepreneurs. Member Families gain direct access to Sundial Holdings, Sundial Real Estate Partners, Sundial Advisory, and Sundial Wealth, which is registered with the Securities and Exchange Commission as an investment adviser and, as such, we provide advisory services rather than brokerage services.