Nick Wheeler

Founder & PrincipalatSage Succession
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Connection Request

Nick — fellow banking-to-search path here. Built deal sourcing systems after doing growth equity. Would be good to connect.

Cold DM (Sales Nav)

Nick — impressive work scaling Tra-Cal with the veteran hiring focus. Built sourcing systems for search funds after my own growth equity stint. Happy to share what's working for similar funds if ever useful.

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Subject A: special forces to search
Email 1A — The Give

Nick - saw the path from SF and Rangers to HBS to acquiring Tra-Cal. Not many people can run a calibration lab and understand RF theory debates. Similar trajectory here — banking at Credit Suisse, then growth equity, now building origination systems for search funds and PE. We knit together your tools into one seamless system that finds founder-led businesses and books meetings. No manual sourcing grind. Seeing great results with funds like Noble Rock (18+ portfolio companies). Worth a quick call? searchloop.ai linkedin.com/in/russellt23

Email 2 — Follow-up

Nick - most searchers I talk to either rely on brokers or cobble together Instantly and Airtable for outreach. Problem is most of those emails land in spam. We handle the infrastructure so messages actually hit primary inboxes — makes a real difference when you're reaching founders who aren't actively selling. Worth 15 minutes? Russ

Email 3 — Follow-up

Nick - we're working with 20+ funds in the US and UK right now, including Axiom Equity (£50m tickets) and Noble Rock Software. Same thesis — finding quality founder-led businesses before they go to market. Happy to share what's working for them if useful. Russ

Email 4 — Breakup

Nick - know you're busy running Tra-Cal and building Sage. If sourcing becomes a priority down the road, happy to chat then. Russ

Prospect Research

Research Notes

## PROSPECT INFORMATION: Name: Nick Wheeler Title: Founder & Principal Fund: Sage Succession Background: Nick Wheeler is the President at Tra-Cal, a company focused on calibration services. His LinkedIn activity frequently highlights his company's advancements and services. For instance, on September 15, 2025, he reshared a post from Tra-Cal about their dedication to "1% Better Every Day" through technician training, specifically mentioning a class on RF Noise Sources and VSWR Theory, adding, "Another masterclass on #RF! I'm continuously impressed by the depth of knowledge of our RF technicians." On August 26, 2025, he shared an update about his company Tra-Cal on the 'Think Big, Buy Small' podcast, stating, "It was great to share an update on Tra-Cal with Rick and Royce." On August 21, 2025, a Tra-Cal post boasted about expedited calibration services, and Nick reshared it. On August 12, 2025, he posted, "Big thanks to Sam Selman for all the work this summer. I’m excited to see him bring his leadership, energy, and talent to the SMB space," regarding Tra-Cal's MBA intern. On July 3, 2025, Nick reshared a Tra-Cal post about celebrating Independence Day and mentioned, "I can’t think of a better way to celebrate July 4th than with these great Americans. 🇺🇸 We’re proud to employ over 50% #Veterans and to calibrate critical test equipment used by our #military, #NASA and other government organizations." On June 4, 2025, he welcomed Sam Selman to the team. Two days prior, on June 2, 2025, he shared a Tra-Cal update stating, "Another solid month in the books! We welcomed another senior RF tech and added a new van to team!" On May 21, 2025, he shared a Tra-Cal blog about AMS2750 compliance. On May 19, 2025, he reshared a Tra-Cal post about a class on measurement uncertainties, adding, "Thanks to our lab and quality managers for sharing their knowledge with the team!" On May 14, 2025, he reshared a Tra-Cal post about their Asset Management Program, commenting, "Most large companies and military/government agencies are still tracking their critical and expensive test equipment on Excel sheets spread across multiple departments. We have software and automation for this." On May 1, 2025, he shared a Tra-Cal newsletter about a record Q1. On March 10, 2025, Nick publicized Tra-Cal becoming a DoD Skillbridge Partner, saying, "Super excited about this. If you're a military calibration tech figuring out your next step after you separate, shoot me a DM! Even if we're not a fit for you geographically, we can put you in touch with great labs in other parts of the country." On March 3, 2025, he shared a Tra-Cal newsletter about new services and team hires. On February 18, 2025, he shared a Tra-Cal post about data center equipment calibration. On December 19, 2024, he reflected on Tra-Cal's achievements in the past year, noting, "Super proud of what the Tra-Cal team accomplished this year: ✅ Most equipment calibrated in a single year ✅ Doubled technicians (100% #veteran) ✅ Rebrand and new website ✅ Reduced turnaround time ✅ Implemented new Automation and CRM software." On December 11, 2024, he shared a Tra-Cal blog about freezer calibration in life sciences, adding, "One of the coolest aspects of running a calibration lab is being able to support our customers who are working on cutting-edge technology across multiple industries." On November 22, 2024, he reshared a Tra-Cal newsletter about celebrating veterans and the Pax River Naval Base Test Expo. On November 14, 2024, he shared Tra-Cal's participation at the Pax River Test Equipment Expo. On November 5, 2024, he reshared a Tra-Cal post about their onsite calibration for WMATA, adding, "As a long-time fan and rider of #WMATA, I love getting out with our team when we do our onsite calibrations of their electronic test equipment. It's genuinely impressive all the work that goes on behind the scenes to keep a metro operational and safe." On November 1, 2024, he posted he was "looking for another #Skillbridge Chief of Staff intern to come work with me at Tra-Cal." On October 29, 2024, he reshared a Tra-Cal post emphasizing rapid turnaround times. On October 18, 2024, he reshared a Tra-Cal post celebrating an employee for embodying a core value. On October 17, 2024, he shared his excitement about Tra-Cal's rebrand and new website, thanking ICG | Creative & Marketing. On October 16, 2024, he reshared a Tra-Cal post about their technician training program, adding, "A consistent trend in the calibration industry is a lack of training and a path to professional development for technicians." On October 10, 2024, he announced Tra-Cal is hiring Calibration Tech I and Tech II roles in Gaithersburg, MD. On October 9, 2024, he shared a Tra-Cal post about their weekly pickup and drop-off service in the DMV area. On September 19, 2024, he announced Tra-Cal is hiring a Senior RF Technician. On September 13, 2024, he posted, "Go Birds!" in response to a Tra-Cal post about team members wearing NFL colors. On September 11, 2024, he posted a 9/11 remembrance. On August 29, 2024, he proudly announced Tra-Cal's new website and brand, stating, "We're very excited to announce the launch of our new website and brand!" On July 23, 2024, he shared a Tra-Cal post outlining their 5-day turnaround for RF & Microwave Calibration services. On July 18, 2024, he thanked Dylan Stooksberry, a #hiringourheroes intern, stating, "Dylan is a great example of the value Special Operations veterans can bring to operating a business." On July 16, 2024, he reshared a Tra-Cal post about refurbished test equipment, and on July 15, 2024, he shared a Tra-Cal post on signal analyzer calibration. On June 28, 2024, he announced Tra-Cal is hiring calibration technicians. On June 19, 2024, he reshared a Tra-Cal post about riding WMATA to a trade show. On June 7, 2024, he shared a Tra-Cal blog about spectrum analyzer calibration. On May 31, 2024, he posted, "I'm hiring!" for electronic calibration technicians. On May 27, 2024, he posted for Memorial Day, thinking of Drew Ross, Paul DeMeo, David Rylander, and Steve Dwyer. On May 13, 2024, he sought help with Wide Area Workflow. On May 9, 2024, he praised Nicole Wheeler and ICG | Creative & Marketing for their work on the Yokohama Tire Manufacturing Virginia Careers website. On May 8, 2024, he welcomed Dylan Stooksberry as Chief of Staff through Hiring Our Heroes. On April 26, 2024, he reshared a Tra-Cal post about RF and Microwave Calibration for military aircraft, commenting, "Super proud of the important work our team is doing to support #RF and #microwave testing for military aircraft." On April 23, 2024, he praised Nicole Wheeler and her team for their work on an OpsLab rebrand. On April 18, 2024, he reshared a Tra-Cal blog on choosing a calibration lab. On April 9, 2024, he reshared a Tra-Cal blog on buying refurbished equipment, stating, "Purchasing refurbished test and measurement equipment is difficult. We are often asked if the equipment is reliable and how much are the cost savings versus buying new." On April 2, 2024, he welcomed Declan McCarthy as NSCA & Tra-Cal's sales manager, noting, "I had the privilege of seeing Declan thrive working in a highly dynamic startup environment..." On March 23, 2024, he posted that NSCA & Tra-Cal is hiring. On March 10, 2024, he posted about "Hawaiian t-shirt Friday at NSCA & Tra-Cal!" On March 5, 2024, he celebrated Nicole Wheeler and Matthew Jordan's new partnership at ICG | Creative & Marketing. Fund details: - Description: Sage Succession, LLC is an entrepreneurial small business acquisition vehicle looking to acquire and operate a company with annual revenues of up to $40 million. Nick is the founder and Managing Partner, is a graduate of Harvard Business School and West Point, and grew up around small family business. Prior to attending Harvard for his MBA, Nick led Army organizations ranging from 12 to 65 people in the Special Forces and Ranger Regiments. - Website: https://www.sage-succession.com - Location: Alexandria, Virginia, United States - Lead qualification: - Recent deals: Research: - Query: Sage Succession (web (Nick Wheeler) recent investments? fund focus / thesis? - Answer:

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