We buy great companies and build them to last forever.
Sundial Holdings
A growth platform for decades-old, economically resilitent, B2B firms.
View our strategy and values
A trusted partner to write the next chapter in your legacy.
Learn More What It's Like As A Seller
An evergreen fund that acquires SMBs and distributes dividends.
How We Work
001
Acquire
We buy controlling interest in decades-old B2B firms.
002
Systematic Scale
Our growth team provides strategy and support for scale.
003
Harvest Cash Flow
We distribute distirbutions of the excess cash flow.
004
Recycle Principal
If an exit occurs, we distribute profits and recycle the principal.
Who We Target
Great companies are being ignored.
There are many great cash-flowing firms that aren't getting the attention they deserve.
Details
001
The Lower Micro Market Is Being Overlooked
PEs are often designed to target $5M+ in EBITDA. Leaving great companies ignored or overlooked.
002
5M+ Firms Will Change Hands In The Coming Decade
Boomers own more than half of all US small businesses. Every day, 10,000+ Boomers turn 65.
003
We Acquire Durable B2B Operators
Decades-old with recurring revenue, sticky customers, and operational simplicity.
How We Invest
Permament and patient capital.
Our enduring model empowers us to do what's right for the business, not the exit clock.
Details
001
We Buy Controlling Interest, Debt-Free
Debt is great in the good times, and horrendous in the bad. We put no debt on the transaction.
002
Built for Endurance, Not an Exit.
With no fund timeline or exit pressure, we do what's right, not what's urgent.
003
Designed For Alignment
This model fosters a full transparent alignment between sellers, investors, and our team.
Systematic Scale
Our growth team scales with intention
Sundial plays an active role in writing the next chapter in these legacy businesses.
Details
001
Dedicated Growth Team
We bring in experienced operators to support sales, operations, and leadership development.
002
Modernize, Diversify, and Professionalize
From financials to tech to talent, we elevate the business without compromising what made it strong.
003
Dirty Fingernails, Without Micromanaging
We support where needed, but empower the team that made the business great to keep leading.
Distribute Dividends
Harvest and Distribute Excess Cash Flow
Where others might fatten the pig for slaughter, we milk the cow.
Details
001
Returns Not Dependent on Exit
We don’t rely on flipping companies. Value comes from durable cash flow, not hypothetical outcomes.
002
Quarterly Distributoins to Member Families
Profits are shared regularly with Member Families — directly from operating performance.
003
Diversified Across Companies, Sectors, and Cycles
We allocate across industries and business models to reduce risk and create steady yield.
.png)
Book a Discovery Call.
Sundial Holdings is a growth platform for decades-old, economically resiltent, B2B firms.
We invite you to book an exploratory call to see if we're the right fit for each other.
Break free with Sundial
