Guiding from employment to ownership.

Our Process

  • Identification

    Leveraging our extensive network of on and off market deals tailored to industry experience and geographic preferences.

  • Diligence

    Supplementing executives industry experience with complement of subject mater experts across the spectrum to evaluate target companies.

  • Financing

    Extensive relationships with lenders and experience building complex capital structures that optimize any cash needs while also ensuring operators can operate the business with a prudent long term approach.

  • Transaction

    Full resource stack to support various items from negotiating with the seller, structuring for fiscal and operational optimization as well as risk and tax minimization and more.

  • Growing

    On going support from board formation, additional acquisitions/platform building or subject matter support in areas of financial guidance, human capital support, information technology, and business process optimization.