Partnership Model

We work with established, profitable small businesses looking to stabilize growth or prepare for an exit. We typically partner via non-controlling equity arrangements or joint venture agreements. We give preference to firms run by experienced owners and operators who wish to exit within 24 to 48 months, but don't yet have a clearly defined succession plan. Our thesis is built on respecting the value that existing owners created prior to our involvement and providing a means wherever reasonable, for them to extract that value while still faithfully serving the needs of the business' clients.