We are always seeking to develop relationships and work with talented individuals and advisors:

We often talk with owners who are interested in exploring a sale now or in the future:

• Seeking a liquidity event in the near-term. Let’s start the conversation to determine if we could be the right partner or if we know of others to connect you with as a better fit.
• Seeking a liquidity event sometime in the future. We can provide guidance and resources to help grow and position your business for a future exit.

We value functional and industry expertise and understand how these experiences complement the investment process. We work with executives to source and evaluate opportunities, develop investment theses, create growth plans, and fill interim or full-time roles as executives and board members. We are eager to meet new operating executives to discuss partnering on curating investment thesis ideas.

We actively work with investment banks, business brokers, buyside search professionals and other special advisors to identify acquisition opportunities in their pipeline that fit our investment criteria. We have experience with complex situations and seller dynamics that require creativity and understanding of nuances to varied stakeholders. We offer success fees and referral fees for proprietary opportunities.

We partner with independent sponsors dealing with capacity constraints or knowledge gaps. Through our decades of transaction experience, we can assist with transaction execution and investment management. We also have extensive relationships with equity and debt capital providers to help finance transactions.

We work with family offices interested in private investing that may not have a full team to execute on complex or large transactions. We can help with transaction execution, strategies to extend their capital, and a wide variety of post-closing value creation initiatives.

We are always seeking to grow our network of debt and equity capital providers interested in lower middle market investing in our preferred sectors. We strive to align with partners that can provide more than capital, whether it’s access to strategic resources or deep industry experience.