Facilitating business owner’s transition into retirement through the introduction of permanent equity.
Our Mission
Our mandate is simple: preserve the legacy of businesses we own for decades, not years.
We are not your standard private equity fund – we are a group of proven entrepreneurs investing our own personal equity with a collective passion for acquiring, protecting, and growing great small businesses.
We work with owners looking to sell completely or simply transition to a new role.
Management Transition
With the largest generational shift of business owners in history currently underway, we act with urgency and pride ourselves on creative, yet pragmatic solutions. We are committed to both party’s success and often present multiple “indifferent” financing structures to the business owner only to ensure their goals are consistently being met.
While most business owners we work with are planning towards an eventual retirement, we recognize some exits are quickly imminent while others are significantly drawn out in stages in order to share some of the future success and upside.
Regardless of the business owner’s personal circumstances and transition goals, we strongly believe mutually beneficial solutions can almost always be achieved.
While most business owners we work with are planning towards an eventual retirement, we recognize some exits are quickly imminent while others are significantly drawn out in stages in order to share some of the future success and upside.
Regardless of the business owner’s personal circumstances and transition goals, we strongly believe mutually beneficial solutions can almost always be achieved.
Typical Triggering Events
The following categories represent our most typical transactions:
- Succession planning / generational transfers
- Management or broad-based employee ownership buyout
- Traditional 100% acquisitions
- Recapitalizations
- Growth equity
- Spin-offs