Rotation Point Holdings

Long-Term Stewardship of Enduring Businesses

We acquire and operate established small businesses in the Northeast United States. Our goal is simple: preserve what works, strengthen what matters, and build enduring value over decades — not quarters.

About

Built to Acquire, Operate, and Steward

Rotation Point Holdings was founded to acquire and lead a single high-quality small business in the Northeast corridor (Washington, DC to Boston, with a focus on NY, NJ, and CT).

We seek to become long-term owners and operators — serving customers, supporting employees, and preserving the legacy built by founders.

Our philosophy is grounded in disciplined entrepreneurship through acquisition, focusing on risk management, recurring revenue, and operational excellence rather than speculation.

Investment Criteria

What We Look For

We focus on established, enduringly profitable businesses with the following characteristics:

Financial Profile

  • $750K – $1.5M in EBITDA
  • $5M – $10M enterprise value
  • Consistent historical profitability
  • Strong free cash flow
  • Moderate, steady growth (not speculative)

Business Characteristics

  • Recurring revenue and repeat customers
  • Low customer concentration
  • Low supplier concentration
  • Essential or mission-critical services
  • Defensible market position
  • Limited technological obsolescence risk
  • Opportunities for operational improvement (not turnaround situations)
Philosophy

Long-Term Value Creation

We believe value creation comes from:

01Operational discipline
02Strong leadership
03Alignment of incentives
04Prudent capital structure
05Long-term ownership

We are not private equity. We are not day traders.

We are operators building durable companies.

Geographic Focus

Northeast Corridor

We are focused on businesses located between Washington, DC and Boston, with a primary emphasis on:

New York
New Jersey
Connecticut

Proximity matters. We believe leadership requires physical presence and deep engagement.