Home | Occur Capital

Your legacy lives on through us.

Occur Capital is an investment firm led by entrepreneurs focused on acquiring, operating and continuing the legacy of SMBs with up to $10M in annual revenue

Let's Work Together

Services

Why Occur?

Our Value Prop

Founder-led, team-obsessed

We've founded, grown and sold businesses and we know that it takes an entire team to win.

Flexible

As a seller, your needs are our number one priority. We work hard to give you what you need in a timely manner.

Focused on the long term

We want to operate and grow your business and take it the distance.

Our Criteria

Industries

Software as a Service
Technology
Financial Services
Business Services

The Numbers

Up to $10M in annual revenue
Up to $2M in seller's discretionary earnings or EBITDA

Geo

Texas
Pennsylvania
New Jersey
Florida
Remote or hybrid

Clients

WHERE WE'VE BEEN

Partners

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Partner

Julio Fredes

Julio most recently founded Say Technologies, a fintech startup that was sold to Robinhood in 2021 for $140 million. Julio began his career in investment banking and later spent four years at a boutique investment fund, where he focused on making private equity and venture capital investments into financial services and technology companies

Partner

Zach Kauffman

Zach is an engineering leader. He’s been everywhere from the first engineer at a startup that successfully exited to an employee in a late stage big tech firm that later went public. His skill set is unique to most SMB investment firms and we plan on leveraging him to scale businesses using technology.

Contact

CONTACT

Let’s Work Together

If you're a broker, business owner, a searcher yourself or just want to hear more, give us a shout!