For Business Owners
Your business is more than a transaction.
A transition can affect employees, customers, family, reputation, and a company’s identity. We treat those considerations as part of the transaction, not obstacles to it.
What Matters to You
A transaction should reflect your objectives.
Some owners want to retire immediately. Others want to remain involved. Some prioritize liquidity; others care most about their employees, their culture, or the identity of the business.
There is no single correct structure. Our job is to understand what matters to you before deciding whether we are the right buyer.
- Liquidity
- Retirement
- Succession
- Management continuity
- Employee stability
- Continued involvement
- Partial rollover
- Growth capital
- Preserving culture
Flexible Transitions
Structure follows your goals.
Every transaction depends on the business and on what you want from it. These are starting points for a conversation, not a menu or a commitment.
- Full sale
- A complete transition of ownership, with time built in for an orderly handover.
- Majority recapitalization
- Liquidity now, while you keep a meaningful stake in what comes next.
- Meaningful rollover equity
- Reinvesting part of the proceeds to share in the company's continued growth.
- Continued owner involvement
- A defined role for the founder, whether that is operating, advising, or on the board.
- Management partnership
- A transaction that gives the leadership team a real stake in the business.
What to Expect
A clear, direct process.
You will deal with the people responsible for the investment throughout, and sensitive information is treated accordingly.
Introductory conversation
A confidential discussion about the business and what you want from a transition.
Initial review
We review summary information and tell you plainly whether we see a fit.
Owner and management discussions
Time with you and your leadership team to understand how the business really works.
Indicative terms
If there is a fit, we set out proposed value, structure, and the path to closing.
Confirmatory diligence
Focused financial, legal, and operational work, coordinated with your advisors.
Closing and transition
We close, then work with you and your team on a transition that suits the business.
Long-term ownership
The work turns to building the company, with the same people you met at the start.
Considering a transition?
You do not need to have made a final decision to begin a conversation.