How we partner
A clear, respectful process. Your story matters as much as the numbers.
Step 1
Confidential conversation
We start by listening to your goals for the business, your team, and your family.
Step 2
Fit and structure
If there's a fit, we propose a structure built around your goals: succession, a recapitalization, or growth capital.
Step 3
Diligence and capital
We lead diligence and bring in capital partners aligned with the plan.
Step 4
Partnership after closing
We work alongside management on strategy, talent, and growth.
What we look for
- Company size: EBITDA of $2M–$10M
- Ownership: founder-led, family-owned, or owner-operated
- Situations: succession and ownership transition, recapitalization, and growth
- Business profile: profitable, with durable customer demand and clear levers for growth