Bobby Sheth: Turning Business Flaws into Platform Success
How Bobby Sheth closed 10 platform deals in 4 years by targeting fixable issues and using conservative structures to navigate business risks and maximize exit value.
At Salt Creek Capital, Bobby Sheth looks for businesses with operational gaps, customer concentration, or supply chain risk. These factors often discourage other buyers, but represent opportunity in Bobby's model.
Bobby relies on disciplined deal structuring. He avoids excessive leverage, keeping it
His most recent acquisition from late 2024 sources 90%+ from China. Tariff exposure was a real risk, but instead of walking away, Bobby modeled downside cases and structured the deal to absorb potential shocks (which materialized!). The company is consequently not only weathering the current tariff storm, but hopefully also growing market share as some peers struggle to survive.
He also emphasizes EBITDA zone skipping. When a company grows from $3.5m to $5.1m, it attracts a new class of buyers. That growth expands the pool of interested acquirers with more capital and broader mandates.
Check today's new episode of the Minds Capital Podcast.
More recent episodes
Working Under an Independent Sponsor Who Suddenly Passed Away
Former Chicago teacher G.R. Kearney transformed tragedy into opportunity, rebuilding his firm as Stacker Holdings—an employee-focused, EOS-driven private equity platform after his partner's sudden death.
Skipping $2m EBITDA Deals ("The Messy Middle")
Dan Tamkin of Resurgent Capital Partners shares his barbell strategy for lower-middle market PE deals, avoiding the "messy middle" to maximize returns.
Financing Add-Ons Without New Equity
Sam Turner built Advantos Group into a leading UK facilities maintenance roll-up through disciplined capital management, technology integration, and conservative leverage below 2x EBITDA.