Our Approach

We pride ourselves on being supportive and flexible partners who can bring a breadth of expertise and resources to bear based on each entrepreneur’s needs and desires – from the transaction through the entire ownership journey.

Initial Consulation

Once you confirm that your search parameters are aligned with our investment criteria we encourage you to reach out and start the conversation.

Feel free to keep us posted throughout your search, we’re here to answer questions and share best practices.

Your Search

Active LOI Negotiation

As soon as you have a seller engaged in negotiations that’s the right time to pull us in. We move quickly to determine whether the target is a fit.

We walk through every step of the transaction with you and provide advice and guidance based on our observations.

Due Diligence


Our capital is ready well in advance of the closing day and we’ll work directly with the lender as needed to supply all necessary documentation.

We’re here to act as a collaborative sounding board as you assume leadership of the business.

Transition Support

Ongoing Operations

We stay engaged, typically via a board seat, to provide ongoing advice and guidance to help you maximize the performance of your business.

Leverage our expertise and network when its time to start thinking about a sale.

Exit Planning

Start the Conversation