Upper Valley Partners


Responsible stewardship for the extraordinary business you’ve built…
and writing the exciting next chapter for it

our purpose


Upper Valley Partners is an entrepreneurial investment partnership formed to identify, acquire, operate, and grow a single business in the United States. We’re different from traditional investors; while we have the backing of institutions, Upper Valley Partners is founded and led by entrepreneur Ray Rudianto. Ray brings with him unique experiences from growing up around family business, practical skills from the foundational business training he’s received, and most importantly differentiated perspectives on leadership (having been a leader in different capacities and having observed great CEOs as a consultant who advised them). Unlike traditional private equity or strategic buyers, Ray is focused on preserving one business' legacy and further developing the team throughout the next incredible chapters.

IF YOU ARE A BUSINESS OWNER WHO IS INTERESTED IN LEARNING HOW WE COULD WORK TOGETHER PLEASE REACH OUT: RAY@UPPERVALLEYPARTNERS.COM

PEOPLE FIRST

Together we can do much. Ray's commitment to unlocking the full potential of a team to advance business is a cornerstone of Upper Valley’s strategy. Ray’s father taught him the importance of investing in people. He underscored the virtues of fairness and relationship building, both which Ray has prioritized in his life thus far. In the same way his mentors have invested so much in him, Ray is keen to pay it foward to the next team he partners with.

HONESTY

Business is personal. Candor has been and will continue to be Ray’s true north. Difficult decisions will be made, mistakes will be inevitable, and many blunders can be forgiven when one acknowledges it and is truthful to his/her stakeholders. Good business is about doing right by your customers, your employees, your partners, and yourself, and that starts with honesty.

HARD WORK

The harder you work, the luckier you get. Ray has worked hard, and a Higher Being has been very kind to him. Ray learned this same philosophy applies to his father, and to any successful entrepreneur and business owner. Resiliency is the centerpiece of his character; it’s less so about the peaks, but climbing from the lows to the upper valley. Ray is determined to work hard and take your business to new highs.

about

Ray Rudianto

CEO & Founder

Ray is an experienced professional with a management consulting and operating background. Before founding Upper Valley Partners, Ray was a Business Operations Lead for a real estate fintech in Palo Alto, CA, where he led various partnerships and sales development rep teams (building out the construction / general contractor distribution channel), advised the founders on strategy, led the go-to-market for a new product offering, and supported the product management, marketing, recruiting, and HR functions. He started his career as a consultant at Bain & Company, where he advised private equity sponsors as well as clients in the industrials, utility, and technology sectors on performance improvement, operational transformation, and strategy. These experiences gave him the confidence and skillset to run his own transaction process, with the support of his investors, as well as lead and operate an incredible business.

  • Ray was born in Jakarta, Indonesia but moved to the United States when he was 5 years old, spending most of his childhood years in the San Francisco Bay Area. He learned to be independent and adaptable, having had to move back and forth between Indonesia and California during his formative teen years as a result of his father’s work. Ray is inspired by his dad, who despite coming from humble beginnings managed to create life changing opportunities for his family, his partners, his employees, and himself through entrepreneurship (starting his own construction services & civil engineering firm). Seeing his father lead a team of 50 has truly inspired him to find a similar life-changing leadership and entrepreneurship opportunity in small business.

  • Ray earned a B.S. with honors in Industrial Engineering & Operations Research from the University of California, Berkeley and an M.B.A. from Harvard Business School.

  • Ray is an aspiring chef when evening strikes, having taken up cooking as a hobby in high school. He enjoys trying new venues, and loves supporting local restaurants. He is an improving golfer, and a novice squash player (his father still beats him). Aligned with his passion for investing in people, Ray volunteers weekly as a mentorship leader at Minds Matter Bay Area, an organization supporting socio-economic disadvantaged high students prep for college admissions.

the partners

Upper Valley Partners is backed by a world-class team of over 25 entrepreneurs, business owners and investors who have first-hand experience acquiring and managing businesses. These partners have committed their time and money to fully support Ray and the business to be acquired.

Warren Chan
Anacapa Partners

Jeff Stevens
Anacapa Partners

Jason Jackson
Futaleufu Partners

David Dodson
Futaleufu Partners

Ian McMilan
TTCER Partners

Gerald Risk
TTCER Partners

Sara Rosenthal
TTCER Partners

Jim Edmunds
Search Fund Partners

Todd Tracey
Search Fund Partners

Noah Riner
Search Fund Partners

Tiffany Augustyn
Endurance Search

Rene Lajous
Cambria Group

Lew Davies
Cambria Group

Natalie Cryer
Cambria Group

Stephen Goddard
Kamylon Holdings

Julien Ham-Ying
Mosaic ETA

Kent Weaver
Granite Point

Luka Salamunic
Triyam

Steuart Botchford
Northstar Fertility

Sam Hyde
Northstar Fertility

Mahesh Rajaeskharan
Cleo

GJ King
BK Growth

Brad Brown
Applied Equity

Will Bressman
BK Growth

Rob Cherun
Legate Partners

TRANSACTION CRITERIA


business characteristics

  • Recurring or re-occurring revenue

  • Diverse and loyal customer base

  • ~$2-$5mm EBITDA or cash flow


transaction dynamics

  • Owner looking to reduce day-to-day involvement and scale their business

  • Exiting owner wants to roll equity in the transaction


target industries

  • B2B services and software businesses serving Construction, Industrials, Logistics/Supply Chain, Utilities, and Infrastructure

  • Examples (not limited to): ERP software for chemical distributors, construction training & compliance services, utility billing services

Day 1

Introductory call. Owner & Ray get to know each other.

Day 3

Owner & Ray execute a non-disclosure agreement and discuss the business in detail.

Day 5

Owner sends three years of financial statements for the business & Ray begins to work on his offer.

Day 10

Owner receives fair offer for consideration.

Day 14

Owner executes offer letter and our lawyers and accountants begin working together.

*Day 45-90

Both sides are happy with the transaction and owner receives purchase agreement from Upper Valley Partners.

Day 90

Purchase agreement is reviewed and executed. Owner receives funds from transaction. Celebrate!!!

*timeline subject to change based on business under consideration.

how we’re different

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get in touch


RAY RUDIANTO | CEO & FOUNDER, UPPER VALLEY PARTNERS, LLC