David Lucca, Angel Investor

I invest in family-owned companies with consistent annual pre-tax net earnings (EBITDA or SDE) of $250,000 and $10 million, that have two or more of the following characteristics: • Stable and diversified client base • 10+ years of operating history • Healthy management team • Closely held ownership looking to retire or transition for other reasons • Quality product or service, brand name, and reputation • Established niche expertise • Defensible intellectual property I intend to hold and operate these companies long-term - mentoring and coaching the leaders to continue the Founder’s Dream and Legacy and fulfill the company’s potential.