How we do it

The key to our mutual success is that both buyers and sellers view this opportunity from the perspective of a partnership. Unlike other investors that require key leaders to remain in their positions throughout the duration of their ownership, we provide sellers an opportunity to step back from the day-to-day responsibilities as the leader. We have the flexibility to structure creative operational and financial solutions for sellers. On one hand, we can accommodate situations where sellers want to completely walk away from the business. Conversely, we can also help if sellers seek to remain involved by defining a more specific role to leverage their expertise in areas like sales, product development, etc…. 

Our Advantage

We offer creative and flexible solutions​:

• Closely held businesses often have unique circumstances; we seek to work with sellers to thoughtfully address their individual needs
• No two deals are alike, and we seek to offer flexible alternatives especially when it comes to timing and deal structures

Our Values

• Do the right thing even when no one is watching - integrity is the most important thing we have; it is the foundation for all of our other values; our reputation and that of the company depends on it

• Grow, create value and deliver profits - as stewards of our investors' capital, we deliver consistent results by leveraging quantitative and qualitative information to make informed business decisions 

• Deliver the highest quality products, services or processes to our customers - our solutions must be designed and delivered with the customer top of mind

• Celebrate diversity and treat everyone with dignity and respect - differences should be celebrated, which in turn fuels creativity in delivering superior performance to our stakeholders  
  

• Support employee excellence and well-being  - ensure employees have the things they need to make contributions to the organization in ways that give purpose to their lives