Our Approach
Long-term horizon.
Short-term benefits.
We have the same goal – empowering your business to thrive for decades to come. We seek to obtain 100% ownership, and collaborate meaningfully with you to determine an optimal succession plan. You know the company best, and we want to immerse ourselves in that knowledge.
Our Criteria
We’re looking for best-in-class businesses, primarily in manufacturing, distribution, ecommerce or services industries. You can help us with that mission.
People
- Owner values their legacy
- Existing team leading day-to-day operations
- Strong people-oriented culture
Business
- B2B MANUFACTURER, DISTRIBUTION, ECOMMERCE, OR SERVICES PROVIDER
- OUTSTANDING CUSTOMER SERVICE RELATIVE TO COMPETITION
- DIFFERENTIATED PRODUCT OR SERVICE
Financials
- $1-5M ANNUAL OWNER EARNINGS
- 10%+ NET PROFIT MARGIN
- HISTORY OF STEADY SALES GROWTH AND PROFITS
Our Process
Exploration
15-30 days
We collaborate on exploring the opportunity and fit for both parties. After providing a first information request list, we assign a preliminary fair market value range. Once you agree, we submit an Expression of Interest, and you decide if we move forward.
Letter of Intent
30-60 days
After our research is complete, we provide a second information request list and submit a Letter of Intent with all terms clearly outlined. Once again, you decide if we move forward. There’s no obligation or stress on your end.
Diligence & Closing
60-180 days
Our team has extensive M&A experience, having completed dozens of deals across a combined 45 years. After sending a third and final information request list, we complete our due diligence, finalize purchase documents, and complete the process. You receive cash at closing.
Letter of Intent
30-60 days
After our research is complete, we provide a second information request list and submit a Letter of Intent with all terms clearly outlined. Once again, you decide if we move forward. There’s no obligation or stress on your end.
We have a long-term, permanent horizon.
YOUR COMPANY IS IN GOOD HANDS - HANDS THAT WILL BRING YOUR WORK TO THE NEXT GENERATION.
WE ARE NOT A FUND AND HAVE NO OUTSIDE INVESTORS.
YOUR EMPLOYEES WON’T BE REPORTING TO FINANCIERS HUNDREDS OF MILES AWAY.
WE WILL PROTECT YOUR VISION AND FOSTER RELATIONSHIPS.
THE STRONGEST COMPANIES ARE ROOTED IN COMMUNITY - WE PURSUE DEEP ROOTS.
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