Catalina Equity Group

Preserving Legacies. Operating for Growth.

Catalina Equity Group is an investment group focused on acquiring Main Street businesses with a track record of stable growth and a solid reputation.

Investment Criteria

Geography

  • Within 40 miles of Orange, CA or online business

Financial Profile

  • $500K - $1.25M EBITDA/SDE

  • 15%+ EBITDA margins

  • Flat to modest YoY growth

Focus Industries

  • IT services

  • Travel

  • Real Estate

  • Family Entertainment Centers

  • Auto

  • Home/Commercial Services

Valuable Attributes

  • 5+ years in business

  • Some management and team in place

  • Customer concentration < 20%

Managing Partner

Jimmy Tran

I am an operator-focused investor with over 15 years of experience in the IT industry. My background includes leading engineering and operations teams, driving operational excellence, and managing large and complex initiatives in high-accountability environments.As a people-first leader, I focus on developing strong management teams, clear accountability, and repeatable processes that reduce owner dependency. I am well-versed in project management, automation, and systems integration to improve business processes that lead to more efficient operations and better outcomes for customers.
I invest with the intent to own and operate for the long term, partnering with existing leadership where possible and preserving the culture and reputation that made the business successful.

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