What makes us different?

A business has value and worth. It’s more than just numbers and line items. There is a brand to protect, a history to support and a community to maintain. As a team, we will always appreciate the significant work and entrepreneurial spirit that goes into starting a company from the ground up. We feel a tremendous responsibility not just to remember a business’s origin story, but to honor it by ensuring success moving forward.

Our unique expertise is in managing succession strategies and building businesses that can endure for the long-term. We have found that the same core principles and practices apply regardless of whether a business provides a service or manufactures a product, competes in a mature or growing industry, and has a complete team or obvious deficiencies.

We are committed to investing in companies that we believe will stand the test of time. What does that mean? Simply put, we buy companies with the intention of holding them indefinitely. We think in decades, not years. This also means we are under no pressure to complete transactions on a specific timeline. When you are ready, so are we.