We invest in small businesses and build them for the future.

Sundara Partners is a private investment firm that helps small businesses unlock their full potential.

About Us

Who We Are

We are mission-driven owner-operators.

We build value across our portfolio of lower-middle market companies by deploying impactful financial and operational solutions. We tactfully improve the profitability, competitiveness, and strategic vision of our portfolio companies, rather than relying solely on financial leverage.

We are industry and business life cycle stage agnostic. Instead, we choose to invest in companies where we know we can create value.

Our Investment Focus

Transitioning Owner-Operators

Special Situations

Legacy transition and preservation

Solutions for complex challenges

How We're Different

Sundara
Partners
Traditional
Private Equity
Employee
Importance
People first, always
Profit first
One business at a time
Target
Investment
Hands-off approach
10-20 deals at a time
Boots on the ground
Operational 
Involvement
Strategic
Objective
Financial
Incentive
Win-win for buyer & seller
2% management fee,
20% performance fee
Aggressive cost-cutting, prepare business to be sold
Build for the future, reinvest profits for long-term growth

Our Cornerstones

How We Build Businesses for the Future

Put People First.
Always.

The success of any business can always be traced back to the success of its employees. Creating a culture where employees feel appreciated, respected, and fairly compensated is our most important tenet.

Deliver Exceptional
Customer Service.

Trust-based, collaborative relationships drive the growth of an organization. We empower our employees by giving them the trust and tools they need to provide a delightful customer experience at every touchpoint.

Embrace Operational
Excellence.

The main prerequisite to sustainable growth is the pursuit of continuous improvement. Our operational mandate is to habitually harness, memorialize, and build upon the collective wisdom of the organization.

Prioritize Stability
Over Risk.

Making short-term, heedless decisions will eventually lead to long-term troubles. We instill a culture of thoughtful prudence and balanced conservatism to inform every decision and ensure strength in all environments.

Our Approach

How We Identify Great Businesses

Every industry has pockets of untapped potential. To remain as agile as possible, we retain a sector-agnostic approach, instead focusing on businesses that have a strong foundation and are equipped for growth.

Must-Haves

Strong Foundation

Free Cash Flow ≥ $1 million
Simple business model
5+ year operating history
Proven management team

Equipped for Growth

Product or service that is distinctly differentiated from competitors
Existing (or visible path to developing) customer stickiness
Significant barriers to entry with limited risk of disruption
Modest- to high-growth industry

Nice-to-Haves

Differentiating Attributes

Founder owned and operated
Diversified customer base
Opportunity for inorganic growth
Regulatory-lite environment
Non-cyclical industry

Our Team

Austin Taylor

Managing Partner

Austin is a Co-Founder of Sundara Partners. Since founding Sundara in 2022, he supported the execution of the firm’s acquisition of Airbrasive Jet Technologies, a manufacturer and distributor of high-precision industrial abrasive blasting equipment. He currently serves as Airbrasive’s Head of Operations.

Prior to Sundara, Austin worked at First Republic Bank where he reported to the Co-CEO and Chief Investment Officer to help manage the bank’s $150 billion balance sheet. There, he led research and quantitative analytics teams to develop and execute strategic growth initiatives across all areas of the bank. Before his role in the Co-CEO’s office, Austin worked on the bank’s $20+ billion investment portfolio.

Austin graduated from Cornell University with a B.S. in Applied Economics and Management.

m: (201) 786-3580
e: austin@sundarapartners.com
l: linkedin.com/in/austinjtaylor/

Jordan Berger

Managing Partner

Jordan is a Co-Founder at Sundara Partners. Since founding Sundara in 2022, he supported the execution of the firm’s acquisition of Airbrasive Jet Technologies, a manufacturer and distributor of high-precision industrial abrasive blasting equipment. He currently serves as Airbrasive’s Head of Strategic Partnerships.

Prior to Sundara, Jordan worked at Portage Point Partners and EY. There, Jordan advised F500 firms, PE funds, Hedge funds, and middle-market businesses on complex restructuring situations and M&A transactions ranging from $50M to $5B. Jordan has supported CEOs/CFOs/CROs in operating companies through periods of uncertainty, has raised financing, managed buy/sell-side due diligences, and led settlement negotiations.

Jordan graduated from Cornell University with a B.S. in Policy Analysis and Management.

m: (203) 906-9670
e: jordan@sundarapartners.com
l: linkedin.com/in/jordan-berger/

Our Partners

Contact Us

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