FOR OWNERS AND ENTREPRENEURS

• We honor the hard work and dedication you put into your enterprise.
• We understand the concerns of closely-held and family-owned businesses.
• We are cognizant of the emotional nature of a potential transaction or complex finance or strategic decision.
• We are patient, long-term investors who believe in nurturing value creation with our investments.
• We are creative and pragmatic with our advisory guidance.
• We will offer fair value and terms.
• We will be attentive to your objectives (both financial and non-financial) and incorporate them into the transaction structure.
• We are nimble and can move quickly for the right transaction.
• We will seek to protect your legacy and the heritage of the company.
• We will retain personnel and provide them new professional development opportunities.
• We will maintain and enhance customer, vendor, employee, and community relationships.
• We promise confidentiality and responsive to inquiries and are committed to bringing an experienced but pragmatic group of professionals to expeditiously close every transaction.

 

FOR ASPIRING MANAGEMENT

• We welcome inquiries from transitioning managers who seek to manage and invest in a business.
• We will be discreet in our discussions.
• When opportunities arise, we will support your pursuits by providing guidance, expertise, and capital in a realistic and timely manner.
• We often need motivated managers in the small businesses in which we invest or provide advisory services.
• We will be a collaborative financial sponsor for your ownership or acquisition pursuits.

 

FOR INTERMEDIARIES AND REFERRAL SOURCES

• We have experience effectively working with various small company advisors (e.g., investment bankers, business brokers, attorneys, accountants, wealth managers, consultants, bankers).
• We appreciate your trust in referring potential opportunities, whether capital or advisory assignments.
• We understand the value you bring to an opportunity and will make your job easier with your client.
• We will execute confidentiality agreements, practice strict confidentiality, and meet the timelines you dictate.
• We will provide you meaningful feedback.
• We will refer you sell-side assignments and other business opportunities.
• We are committed to maintaining, where feasible, existing advisory and service provider relationships.
• Where appropriate, we will pay industry standard fees for referrals that lead to a closing of a transaction.
• We welcome introductions to partnership opportunities with other private capital firms on larger investment opportunities.