and partner with
exceptional companies
We work with entrepreneurs, family businesses, and owners to help them unlock the value they have created in their companies. We keep things simple, we work fast, and we use a collaborative and transparent approach to get deals done.
can be a painful process
You can spend months negotiating and undergoing a painful diligence process only to be left with no deal and lot of time spent not running your company.
If you're lucky enough to get to the finish line, you start to wonder if you’ve left your company and team in the right hands.
We’ve seen so many deals fall apart due to issues that shouldn’t have been issues in the first place.
How we're different
and keep it simple
two-week
diligence
process
forward deal
structures
stay or go
that have:
A growth story
A path to future growth
A distinct advantage
Reputation, trade secrets, differentiation
A simple business model
No advanced degrees required
Profitable
$1-$5M in net income
Operational success
Of 5 years or longer
Great people
Great team, culture and values
A need for digital
Companies that need some tech help
typically look like this:
Retiring entrepreneurs
You’ve spent your life building a great company and it’s time to start winding down. We’ll work with you to give you an easy exit.
Private equity burnout
You’ve been down the private equity route before and couldn’t imagine going down that path again. We’ll show you how we get deals done without a painful diligence process.
Not due diligence ready
You’ve got a great company but haven’t spent time to be ‘due diligence ready’ or you don’t meet the ‘standard’ criteria investors are looking for. We're not afraid to roll up our sleeves to help get a deal done.
commodity based
opportunities
Introduce us and we’ll get you into a brand new Tesla model 3
Send us a lead