Established History
Preferably 10+ years in business with a strong local or industry reputation and an owner considering succession.
LONG-TERM BUSINESS OWNERSHIP
Preserving What Works.
Building What’s Next.
Zeta Holdings acquires established businesses with strong teams, loyal customers, and a history of doing things the right way. We protect what made the company successful and invest in its next chapter.
Long-termownership mindset
People-firsttransition approach
Operator-ledgrowth support
A DIFFERENT KIND OF BUYER
A long-term home for a business you spent years building.
Selling a business is more than a financial transaction. Employees, customers, reputation, culture, and legacy all matter. Zeta Holdings approaches acquisitions as an operator and owner — not as a short-term trade.
ACQUISITION CRITERIA
What we look for
We are intentionally flexible on deal structure and industry. The characteristics below matter more than fitting inside a narrow box.
Strong Team
Experienced employees and management who can continue running day-to-day operations after a thoughtful transition.
Durable Cash Flow
Consistent profitability, repeat or recurring customers, healthy margins, and limited dependence on a single customer.
Growth Opportunity
A good company that can become even stronger through sales leadership, technology, marketing, systems, or strategic investment.
Practical Industries
Essential and commercial services, specialty trades, facility and property services, distribution, light industrial, and related B2B sectors.
Thoughtful Transition
We value owners who care about continuity and want a transition plan that supports employees, customers, and the long-term future of the business.
FOR BROKERS & ADVISORS
Send It Anyway
Have an opportunity that is close, but not an exact fit?
Chad Rocheford
Founder • Zeta Holdings
BUILT BY AN OPERATOR
Experience growing businesses by focusing on people, customers, and execution.
Chad Rocheford is a business leader and entrepreneur with extensive experience in sales leadership, customer relationships, service operations, business development, and organizational growth.
Zeta Holdings was created to acquire quality businesses whose owners care deeply about what happens after the sale. The objective is to preserve the culture and strengths already in place, support the management team, and add resources that create sustainable long-term growth.
“For an owner who has spent decades building a company, who takes over can matter just as much as the transaction itself.”
01
Protect the foundation. Keep what customers and employees already value.
02
Invest for the long term. Improve systems, technology, sales, and capabilities.
03
Honor the transition. Build a plan around the seller, team, and business.
OUR PROCESS
Straightforward from first conversation to transition.
Every transaction is different, but the process should be clear, confidential, respectful, and efficient.
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01
Confidential Conversation
We start by understanding your company, your goals, and what a successful transition looks like to you.
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02
Determine Fit
We learn about the business, team, customers, financial performance, and opportunities for continued growth.
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03
Present an Offer
If there is a mutual fit, we develop a clear proposal covering valuation, structure, timing, and major terms.
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04
Due Diligence
We confirm the financial and operational information while minimizing disruption to employees and customers.
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05
Closing
Our advisors and financing partners work with both parties toward a coordinated, transparent closing.
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06
Transition & Growth
We execute a thoughtful handoff, support the team, protect the customer experience, and begin the next chapter.
LET'S TALK
Considering a transition?
Whether you are ready to sell now or simply thinking about succession, we are happy to have a confidential conversation. No pressure. No obligation.
✓ Business owners & founders
✓ Brokers & M&A advisors
✓ CPAs, attorneys & referral partners