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Looking to Buy and Operate a Great Business

Looking to Buy and Operate a Great BusinessLooking to Buy and Operate a Great BusinessLooking to Buy and Operate a Great Business

Looking to Buy and Operate a Great Business

Looking to Buy and Operate a Great BusinessLooking to Buy and Operate a Great BusinessLooking to Buy and Operate a Great Business

About Me

I am Daniel Perez,  Associate Chief Financial Officer at MoMA in New York. I oversee a nearly $300 million P&L.. I'm also a chemical engineer, and a concert pianist. 


At MoMA, I've overseen finance, capital planning, human resource planning, and operations through a $1 billion expansion, through the pandemic, and through business recovery thereafter.  I started my career in Mexico,  analyzing over $1 billion of investments in the chemicals, energy and manufacturing spaces.  I got my MBA at Stanford University and my Engineering Degree from Monterrey Institute of Technology. 


Paragon means " a model of excellence."  Simply put - my goal is to buy a great business and operate with the highest standards of excellence across all dimensions.

Criteria

Company

Business Model

Industry

  • Stable  growth trajectory
  • $2 - 20 million of revenue
  • Healthy margins
  • A competitive advantage

Industry

Business Model

Industry

  • Mature and continuing to grow
  • Non-cyclical
  • Recession resilient
  • No single dominant player or player

Business Model

Business Model

Business Model

  • Recurring revenue preferred
  • No major customer concentration
  • Does not compete s

Process

In the spirit of discretion, flexibility and speed to close, I propose: 

1. An Initial Meeting to explore if there's a fit and discuss the business at a high level.


2. A Preliminary Review to assess the business's historical trajectory, financial metrics and competitive advantages, and to develop a letter of intent. 


3. Due Diligence in key areas of legal, accounting, risk, HR and customers. 


4. Closing, executing legal documents, funding the transaction, and preparing the transition. 

Contact Me

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Paragon Management Holdings LLC

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