Our Investment Philosophy

At Merlin William Corporation, we don't just buy businesses—we become stewards of their future. We understand that selling a company is more than a transaction; it's about entrusting your legacy to a team that will honor it.

Our philosophy is simple: we buy and hold for the long term. Unlike typical acquisition strategies that focus on stripping assets for a quick profit, our goal is to build upon the foundation you've created. We are committed to ensuring the continued success of the business for the benefit of its employees, the community, and the legacy you've worked so hard to build. For an owner, this means peace of mind that their hard work will continue and flourish into the future.

Our Ideal Business Profile

We seek to acquire companies where we can apply our long-term vision. Our criteria help us identify businesses with a strong foundation and a bright future.

• Established History: We look for companies with a proven track record of at least five years in business.

• Stable Growth: An ideal candidate will have stable, consistent revenues and a history of some year-over-year growth.

• Strong Management: We value leadership and continuity. Our ideal acquisition includes a solid manager or management team that is willing to stay on and guide the company's success.

• Business Simplicity: We focus on business models that are clear, understandable, and proven in the marketplace.

• Industry Longevity: As long-term holders, we invest in industries that are likely to remain relevant and vital for decades to come.

• Geography: Our primary focus is on businesses located in or near Southern Kentucky. However, we remain flexible for the right opportunity.

• Size: We target companies with a likely acquisition price between $500,000 and $5 million.

The Next Step

If you are a business owner who values a legacy-focused, long-term approach, we would be honored to begin a confidential conversation with you. Please reach out to us through our Contact Page to explore how we can build the future together.