You built it. We’ll help it keep going.
Schale Investments is an investment group with a long-term, value-oriented approach to building great companies. We help owner-operators exit, or step back from day-to-day management, as part of a sale of the business.
Facilitating management transition: helping owner-operators exit the business, or reduce their management responsibilities, in conjunction with a sale.
We’re an investment group, not a flip shop. Our approach is long-term and value-oriented, aimed at building great companies and keeping them that way.
Does your business fit?
Tap what’s true for your business. It takes about ten seconds, and it’s just a gut check against our basic criteria.
Four quick questions against our basic criteria.
Businesses Schale Investments is interested in
We’d rather be upfront so nobody’s time gets wasted. We’re not interested in:
Recurring revenue from needs that don’t go away
Recurring B2B contracts
Maintenance, safety, pest and janitorial agreements where the customer pays monthly or quarterly for a need that isn’t optional.
Compliance-driven subscriptions
CEUs, license renewals and mandatory training sold to licensed professionals who must renew to keep working. Online delivery scales with a small team, and state-approved provider status is the moat.
Certification maintenance
Recertification reminders, audit prep, tracking software and CEU credits for corporate and industry certs, sold to employers or individuals by subscription or per renewal.
Thinking about what comes next for your business?
Tell us about it. We’d be glad to talk through whether a sale, a transition, or both makes sense.