
WHO WE ARE
We are entrepreneurs who share a deep conviction in the strength and resilience of the U.S. economy and the small businesses upon which it is built.
With experience investing in and helping build companies across industries, we are committed to preserving the legacy you’ve built and developing a close partnership during and after the transition.
We’re dedicated to maintaining the core values and culture of your business while guiding it toward future growth and success.
CORE VALUES

People-First Culture
We believe the most important part of a business transition is putting people first. We will treat you and your employees with the utmost respect.

Partnership Mindset
We share the risk and work alongside your team to optimize the outcome for all - we're in this together.

Legacy Preservation
We are deeply committed to your long-term vision. We're here to protect the legacy you have worked hard to build.
WHY WE'RE DIFFERENT
GROWTH STRATEGY
OWNERSHIP TIME HORIZON
EMPLOYEE TREATMENT
ABILITY TO QUICKLY CLOSE DEAL
PRIVATE EQUITY
Extreme cost cutting
3-5 year hold then re-sell
Reputation for firing and replacing employees
Long drawn out due-diligence process involving many third parties; extensive approval processes
SEARCH FUND
Un-sustainable organic growth
4-7 year hold then re-sell
Reputation for firing and replacing employees
Must get investors (usually up to 12) approval before acquisition
PROCESS
01
CONFIDENTIAL INTRODUCTION
Initial contact to make introduction and learn the business.
02
ESTABLISH RELATIONSHIP
Build trust and rapport to align goals and expectations.
03
SIGN LETTER OF INTENT
Formalize the mutual agreement on key terms before proceeding.
04
DUE DILIGENCE
Conduct a review of the business to ensure transparency and confirm value.
05
COMPLETE AGREEMENT
Finalize the transaction with a mutually beneficial contract.
06
CELEBRATE AND GET TO WORK
You've worked your whole life building this business, we're just getting to work!