MISSION

We are actively looking to partner with a business owner who would like to transition away from day-to-day management yet is dedicated to ensuring the long term success of his or her organization and employees. Alternatively, we may partner with a private owner in need of additional management talent and capital to enable ongoing business growth.

Value Add

We offer liquidity, management resources, a dedicated board of directors, and growth capital. We will work with a business owner to develop a complete succession plan that addresses leadership transition, timing and liquidity objectives.

Principles

We believe that successful businesses must demonstrate solid values, strong character and teamwork in order to grow and build value over the long term. Our core values are the foundation of all aspects of our firm. Our reputation for honesty, integrity and trustworthiness is an important part of our success. We define success by the contribution we make to our customers, employees, stakeholders and the community.

FOCUS

We are actively searching to acquire a privately held business with a manager-owner seeking full or partial liquidity. The business must be located in the United States or Canada and should satisfy most of the following criteria:

Ownership Situation

Retirement Ready

• Looking to transition out of day-to-day operating role
• No successor in place
• Wants to ensure the ongoing success of the organization and its employees

Rapidly Growing Business

• In need of additional day-to-day management
• Would benefit from experienced board of directors
• Wants to diversify personal wealth

Financial Attributes

• EBITDA of $1 to $5 million
• 15%+ EBITDA Margins
• Consistent cash flow
• Significant growth potential

Industries of Interest

• Insurance
• HR Services
• Healthcare Services
• Business Services

Company Attributes

• Diverse customer base with high retention rates
• Identifiable growth opportunities
• Clear value proposition for customers
• Sustainable competitive advantages

FOR OWNERS

We view the sale process not as a one-time transaction but as an opportunity to collectively prepare for a leadership transition and plan for the future development of the business.

Process

Selling a business is a challenging, time consuming and emotional event. We are dedicated to making the process as seamless as possible. Our experience buying and selling small to medium sized privately owned businesses allows us to anticipate and address issues early in the process, enabling a smooth transition. We have capital ready to invest in the right situation and are committed to a closing a transaction as quickly as possible.