We love working with family-owned businesses because their owners are passionate about the important aspects of their business – their employees, their customers, and their legacy. We invest in U.S. manufacturing, distribution and industrial businesses and believe we are experiencing a renaissance of American dynamism. If this describes you and your business, we would love to learn more and discuss a partnership.
Our Process
Step 1 – Listen
We understand you’ve poured your heart and soul into your business so our first step is to do nothing but listen; understand your needs, your pain points, your frustrations, your goals. Once we have a solid understanding of where you have been, where you are and where you want to go, we can work together to come up with a plan.
Step 2 – Plan
No two businesses are alike so there is no such thing as a one size fits all plan.
We will work with you to create a unique plan, tailored to your business with demonstrable, tangible, and actionable milestone-driven checkpoints.
Step 3 – Transition
If you’re working with us, it’s because you wanted to sell your business in the first place, so we keep that in mind at every step of the process. We know the sale of your business is an incredibly important part of your life and often will provide the liquidity needed to ensure a smooth transition into retirement and take care of your family.
After successfully executing on the business plan, we will enable a smooth ownership transition. By this time, we will know your businesses intimately and be able to move towards a closing in an expedient and straightforward process.
Step 4 – Execute
Once we’ve closed the transaction, it’s time to execute. We take a hands-on approach and work with owners, side-by-side, day-to-day to ensure we are exceeding all expectations.
That’s not just expectations of our owners, but of customers, suppliers, employees, lenders, and all other stakeholders.