Over the years, we acquired prodigious knowledge and comfort operating in highly-regulated conditions and various economic cycles. Our management approach is to put people first, without a trusted team no company will thrive.
The right partnership meet's today's needs of the company while influencing the opportunities of tomorrow.​ A successful growth process is transparent with a due diligence approach that takes in consideration a macro economic perspective. Whether you have decided on your exit strategy, seeking a partner for long-term growth, or seeking a second opinion, do keep in mind our team is here to provide complimentary company valuation regardless of the outcome.
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INVESTMENT FOCUS
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Primarily control buyouts
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Growth equity investments
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Capital infusion to support growth investments and M&A
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Family-owned businesses, founder-led platforms and other private companies
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Aligned success model with management teams including equity incentive plans
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We work closely with executives and operations teams who are interested to have a partner with value add expertise. Our support addresses M&A, compliance, cyber security, operations, staffing, and financial needs.
OUR PROCESS
Discovery Call
Schedule an introduction to have a better understanding of your vision, career plans, and goals for your company. We will share our story partnership criteria to see whether there is a mutual fit.
Consolidate Information
Discuss and go through important numbers, and using the information you've provided we will bring the opportunity to our board before presenting you with a proposal.
Target Outcomes
With your goals in mind, our partnership would require rollover equity and an earnout structure to ensure interests are aligned.
Execution of Strategy
Once an agreement is completed, we will create completion dates for each individual strategy. The partnership begins with us fulling our commitments.