At Lumenai, we’re expanding our platform to better serve private-market investors and their portfolio. We’re actively seeking acquisitions that complement our technology and service capabilities.
What We’re Looking For
Industries of Interest
Fund Administration
Fund Accounting & Bookkeeping
General Accounting & Bookkeeping
CFO & Controller Services
Fund Reporting & Valuation
Financial Analytics & Automation
Due Diligence & Transaction Support Services
Portfolio Company Enablement & Back-Office Services
Software Development Firms serving Financial Services
Other B2B Services supporting Private Equity, Private Credit, or Portfolio Companies
Financial Profile
EBITDA: $1M+
Revenue Growth: 10%+ YoY growth
50%+ Recurring revenue
Strong customer retention
Limited customer concentration (<25% with top customer)
Company Profile
4+ years in operation
10+ employees
Proven leadership and operational stability
Owner looking to exit now or in the future
Geographies
United States
Europe: UK, Ireland, Jersey, Guernsey, Luxembourg
Let’s Connect
If you’re exploring a sale, now or in the future — or know a business that may be a fit — we’d love to start a conversation.