FOCUS
APPROACH
1. INITIAL CALL
We have a confidential conversation about your industry, your company and your future plans.
2. NON-DISCLOSURE AGREEMENT
We enter into a confidentiality agreement to protect the company information you choose to share with us.
3. INTRODUCTORY MEETING
We meet privately (in person or as preferred) to assess mutual fit and align together on next steps.
4. FURTHER DISCUSSIONS & LETTER OF INTENT
We continue our dialogue and building our relationship. We share information to prepare a written offer that includes a valuation, proposed structure, and timeline for purchasing your business.
5. COLLABORATIVE DUE DILIGENCE & TRANSITION PLANNING
We work together to expeditiously complete reviews of company information, customer relationships, financial data and legal documentation and to develop post-acquisition plans for key priorities and actions.
6. TRANSACTION CLOSING & ON-BOARDING
We complete the sale process, appropriately communicate the transaction to employees, customers and partners, and begin working. together on a day-to-day basis to create further value
INVESTMENT CRITERIA
INDUSTRY
The opportunity we would love to partner with you on is in an industry that is non-cyclical, recession-resistant, with growth driven by stable tailwinds. This fragmented industry has high barriers to entry and has significant opportunities for B2B services.
COMPANY
If you are an owner seeking a reduced role in business, and an eventual exit transition, let's begin our conversation. We will continue growing customer base and recurring revenue. Your strong management team and engaged employee base together with our expertise and the guidance from our partners will build value for all stakeholders.
FINANCE
Our search is focused on companies with revenues of $5 to $40 million, consistently growing, and solid gross margin.
PARTNERSHIP
We want to partner with you for the initial stages post-acquisition to ensure a smooth transition for the business, employees, and clients. When you are ready for the next chapter, let's talk.