about

Welcome to CJB Equities, your premier partner in strategic business acquisitions and investments. Founded by Karen Lindstrom, a seasoned professional with over three decades in healthcare and extensive experience in real estate and business investments, CJB Equities specializes in unlocking the potential of small to mid-sized companies. We focus on nurturing these businesses, enhancing their operational efficiencies, and positioning them for sustainable growth.

Mission Statement

At CJB Equities, we are committed to unlocking the untapped potential of businesses through strategic mergers and acquisitions. We strive to create long-term value for our business partners, investors, and the communities in which we operate. By fostering a culture of collaboration, integrity, and excellence, we aim to be the premier choice for business owners seeking to take their companies to the next level.

Core Values

  • Integrity: We adhere to the highest ethical standards in all our dealings.
  • Collaboration: We work closely with business owners to understand their goals and create mutually beneficial partnerships.
  • Excellence: We strive for excellence in every aspect of our work, from due diligence to post-acquisition value creation.
  • Innovation: We continuously seek innovative solutions to unlock business potential and drive growth.
  • Community: We are committed to making a positive impact on the communities in which we operate.
Businesspeople Shaking Hands

15+

years
of experience
Karen Lindstrom Founder CJB Equities
Founder & CEO

Karen Lindstrom

Background: Bringing over three decades of nursing experience, including 22 years as an Advanced Practice RN and Nurse Anesthetist, Karen has a profound understanding of the healthcare industry. Her career is complemented by her achievements as a real estate investor and her entrepreneurial spirit, evident in her ownership and investment in multiple companies.

“As a dedicated wife and mother of three, Karen balances her professional endeavors with a vibrant family life, bringing the same level of commitment and passion to her business ventures.”

Our Buy Box

Identifying Prime Investment Opportunities

At CJB Equities, our ‘Buy Box’ criteria guide our acquisition strategy, ensuring that each investment aligns with our standards for financial performance, industry positioning, and growth potential. We focus on businesses that not only fit our economic criteria but also hold a strategic market position that promises sustainable growth and profitability.

Healthcare

Criteria

  • Established medical spas, home healthcare agencies, and physical therapy practices.
  • Located in the Northeast USA (New England, New York and New Jersey).
  • Minimum EBITDA of $500,000.

Rationale

  • The healthcare sector is resilient and growing, driven by an aging population and increasing demand for specialized health services. Our investments focus on businesses that are well-positioned to capitalize on these trends.

Construction and Infrastructure

Criteria

  • Paving companies, concrete businesses, and underground utilities firms.
  • Primarily in the Western US, including states like California, Nevada, and Arizona.
  • Must show robust project management capabilities and a record of government or large commercial contracts.

Rationale

  • The construction sector is a cornerstone of economic development, especially in rapidly expanding regions of the Western US. Our focus is on companies with the potential to lead in their niche markets, supported by ongoing urban and infrastructure projects.

Professional Services

Criteria

  • CPA firms that focus on tax and accounting services but do not engage in audits or compilations.
  • Preferably with a broad geographical footprint across the United States.
  • Demonstrating steady revenue growth and a strong client base.

Rationale

  • Professional services, particularly accounting and tax advisory, are essential services with consistent demand. Investing in CPA firms allows us to support and scale businesses that have a critical role in economic and business infrastructures.

Achieving Excellence

Proven Success in Strategic Business Investments

At CJB Equities, our dedication to excellence is reflected in the significant impact we’ve made through strategic investments across diverse sectors. Our commitment to partnering closely with business owners and deploying in-depth industry expertise ensures that every venture we undertake is poised for success. Below are some key performance indicators that demonstrate our track record of delivering outstanding results and fostering industry leadership.

98%

satisfied clients

10+

expert Transactions

10+

active projects

2

winning awards
Contact Us

Make An Appointment

CJB Equities offers a variety of opportunities. Whether you’re a business owner exploring a partnership or an individual interested in building wealth, we’re here to help.

Let’s Talk!

+1 (203) 258-3454