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Project Appia
EBITDA 5M
Valuation 4.2x
Project IRR 32%
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Project HVAC
EBITDA 3M
Valuation 5.3x
Project IRR 30%
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Project Appia
EBITDA 5M
Valuation 4.2x
Project IRR 32%
◆
Project HVAC
EBITDA 3M
Valuation 5.3x
Project IRR 30%
◆

Institutional-Quality SMB Investing
Now Accessible to Accredited Investors

SMB VIG is a platform built by and for value investors with a shared mission: to identify, evaluate, and invest in overlooked, high-potential small and medium-sized businesses across Main Street America

  • Investing in America's Real Economy
  • Backing Small Businesses
  • Big Potential
  • Long Term Compounding
Invest with us
Discuss Live

High potential return

  • Superior return to S&P 500*
  • Low correlation to equity markets
  • * 30%+ according to Stanford Business School Search Fund study

Margin of Safety

  • Attractive entry valuation of 3-6x LTM EBITDA
  • Benefit from multiple arbitrage as the business scales and professionalizes

Diversified Portfolio

  • Build a diversified portfolio of SMB investments across different industry sectors
  • A generational turnover in business ownership unlocks attractive investment opportunities

Why Partner With Us?

  • Direct Access to Vetted SMB Opportunities
  • Disciplined Underwriting That Drives Superior Risk-Adjusted Returns
  • Build A Diversified SMB Portfolio With Flexible, Deal-by-deal Investing​​
  • Join A Community Of Long-term, Value-Oriented Investors
  • We Simplify Your SMB Investment Journey End-to-End
  • True Alignment, Total Transparency: We Win Only When You Do
Learn More

Our Investment Criteria

We invest in high-quality businesses operating in large, fragmented markets, led by proven management teams and distinguished by strong margin profiles, resilient cash flows, and significant opportunities for long-term growth

What businesses we invest in?

Proven Operating Record

Solid Management Team

Strong Profitability

Growth Potential

Free Cash Flow Resiliency

Attractive Valuation

What businesses we Avoid?

Highly Cyclical

Commodity Related

Short Operating History

Customer Concentration

Low Margin Structure

Founder Dependent

Learn More

SMB VIG’s 7 Step Investment Process

From Initial Review to Closing and Ongoing Oversight

How Does It Work?

Preview the Opportunity

Execute NDA for Full Diligence Access

Deep-Dive Review

Interactive Sponsor Session

Commit & Request Allocation

Allocation Confirmation, Documentation & Funding

Close & Ongoing Monitoring

Learn More

What Our Partners Say

"Partnering with Vin has been exceptional. Our shared approach to underwriting and asset management creates immediate alignment, bringing precision and clarity often missing in investment partnerships. This makes him an ideal partner."
Ian Reynolds
Ian ReynoldsThesis Capital
“Vin was one of the first to believe in us. He took the time to know us as people, not just the deal. He’s supportive and deeply knowledgeable - SMB VIG reflects his thoughtful, approachable style and commitment to helping entrepreneurs succeed.”
Chloe Curtis
Chloe CurtisSpring Companies
“Vin demonstrated a transparent, detailed process in evaluating our opportunity. His rigorous inquiry added real value to our engagement and our investment process. We look forward to continuing our partnership with SMB VIG.”
Chris Cuzalina
Chris CuzalinaCascata Capital
“We’re thrilled to partner with SMB VIG. Vin quickly grasped our thesis, asked sharp questions, and moved decisively—giving us confidence he’d be a true value-add partner. We wouldn’t hesitate to recommend him to other Independent Sponsors.”
Reza Jafer
Reza JaferSecond Bite Capital
“Partnering with Vin has been a standout experience. He combines strategic perspective with a genuine, approachable manner, engaging deeply on details that drive outcomes. His perspective—rigorous yet collaborative— makes him a trusted partner.”
Christopher Meier
Christopher MeierNovastone Capital Advisors

Recent Transactions

Investments across a number of industries | Enterprise value from $5M to $50M | Entry valuation from 3x to 6x LTM EBITDA

Fire Protection & Plumbing

Project Puma

Market-Leading Diversified Fire Protection & Plumbing Platform in a High-Growth Sunbelt Region.

12.4M

Enterprise Value

4.1x

Entry Multiple

Arizona

Location

Custom frame distributor

Project Frame

Leading North American distributor of custom picture frame moldings and framing supplies 

30M

Enterprise Value

5.4x

Entry Multiple

New York

Location

Commercial Transportation

Project Bus

Scaled Ontario Motorcoach Leader with Long-Duration, Blue-Chip Contracts.

46.2M

Enterprise Value

4.6x

Entry Multiple

Ontario

Location

Behavioral Health Platform

Project Ruby

Premium Substance Use Disorder (SUD) treatment provider in the greater Cincinnati area.

27.5M

Enterprise Value

4x

Entry Multiple

Ohio

Location

Interior Design & Home Furnishings

Project Lux

Market-Leading Luxury Design & Home Furnishings Provider with Visible Multi-Channel Growth Runway.

19M

Enterprise Value

4x

Entry Multiple

Texas

Location

Pipeline Design & Engineering

Project Cronus

Specialized Pipeline Design & Engineering Provider for offshore O&G and onshore systems.

14.9M

Enterprise Value

3.5x

Entry Multiple

Texas

Location

B2B Email Marketing Services

Project Marketing

Mission-Critical Email Services provider focused on complex email marketing campaigns.

6.6M

Enterprise Value

3.7x

Entry Multiple

Maryland

Location

Managed IT Services

Project Heel

Durable, High-Margin 30-year old MSP Platform with low churn and multiple growth levers.

4.8M

Enterprise Value

5.3x

Entry Multiple

North Carolina

Location

*Enterprise Value (EV/EBITDA)

See All

Popular Investor Questions

What types of deals are available on SMB VIG?

SMB VIG offers investment opportunities in the acquisition of established and profitable small and mid-sized businesses.

No. Investors have complete discretion to participate only in the opportunities that meet their investment preferences.

Only accredited investors, as defined by the SEC, may participate. This includes individuals who meet at least one of the following:

  • Net worth over $1 million (excluding primary residence)
  • Annual income over $200,000 ($300,000 for joint filers) for the past two years
  • See SEC Accredited Investor Criteria
  • No annual management fees
  • 20% carried interest on profits, subject to a 16% IRR hurdle rate
  • A modest administrative fee, shared across investors, covers SPV setup, maintenance, tax filings, and distributions
Before NDA
  • Transaction teaser
  • Sponsor background
  • Basic business and deal overview
After NDA execution:
  • SMB VIG Investment Memo
  • Sponsor’s full investment deck, including financials and projections
  • Detailed financial model
  • Quality of Earnings (QoE) report
  • Additional due diligence materials

Yes. After reviewing deal materials, interested investors are invited to attend group Q&A sessions with the sponsor.

We target a 25% Net IRR or 3X MOIC for SMB VIG’s investors over a 5 year holding period.

Most investments target a 4–7 year hold period, with returns typically realized upon a liquidity event (e.g., sale or recapitalization).
  • Most returns occur at exit
  • Some deals may offer preferred dividends or interim distributions
Learn More

Ask a Question

We’d love to hear from you! Whether you are interested in exploring SMB opportunities, have questions about our investment process, or simply want to learn more about SMB VIG, we’re here to help. Please fill out the form below, and a member of our team will get back to you promptly.

Schedule a Call

SMB VIG is a platform built by and for value investors with a shared mission: to identify, evaluate, and invest in overlooked, high-potential small and medium-sized businesses (SMBs) across Main Street America

  • 28 Geary St Ste 650-1885 San Francisco, CA 94108
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  • © 2026 SMB VIG. All rights reserved.

This website is intended for accredited investors only.

All content on www.smbvig.com is proprietary information of SMB Value Investing Group (“SMB VIG”) and is for informational purposes only.

SMB VIG is not a registered investment adviser, broker-dealer, law firm, or tax advisor. Nothing here constitutes financial, legal, or tax advice, or an offer or solicitation of securities. Private securities are speculative and illiquid investments that carry substantial risk, including the potential loss of all invested capital. Investors should undertake independent due diligence and consult with qualified financial, legal, and tax advisors before making any commitment. SMB VIG LLC is not affiliated with, endorsed by, or associated with any of the companies mentioned on this site. All trademarks are the property of their respective owners.

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