A unique approach.
An efficient and straightforward process.

Our Approach

As the next owner-operators of your business, we want to collaborate with you and your team in a way that is flexible, anchored on trust, continuity and integrity. We will take on a majority share of the company, but we want to preserve what you have built, and this starts by working together in a successful transition. We look forward to hearing your story and learning about your business.

Team meeting
Our Difference

We will personally take on direct operating roles in the business, taking the time required to do it right.

We have hands-on experience

We have experience running businesses, leading teams, and advising executives, from small entrepreneur-led and family businesses, to the world's largest companies. Our combination of skills will add value to your business.

We tailor our approach for success

We understand that entrepreneurs have different needs. We offer a flexible approach to exiting business owners to reach our common goal – a smooth succession process. We have committed capital and are ready to move quickly on an opportunity we like.

We have an owner-operator mindset

We get energy from solving day-to-day challenges and celebrating achievements. We will roll-up our sleeves and take on direct management roles in the business. 

We are focused on long-term growth

We are growth-minded entrepreneurs who want to continue building the business, rather than relying on cost-cutting or financial engineering to generate value. As owner-operators, we take a long-term view. This enables us to make bigger strategic choices to deliver sustainable results.

We are team-oriented

We believe in collaborating with management and employees to find the best solutions. We have assembled a talented team of investors, entrepreneurs, and advisors with deep expertise and who are excited to join us on our journey. 

Our Process

We believe an efficient process is best for everyone involved. We are ready to move quickly on an opportunity we like so we can shift focus to operating and growing the business. 

  • Apr 4, 2021

    Introducing ourselves

    • Hold introductory call to identify fit
    • Sign confidentiality agreement
    • Assess basic financial information

    (1-2 weeks)

  • Apr 4, 2021

    Exploring the opportunity together

    • Get to know each other, via various interactions
    • Discuss joint objectives to ensure alignment
    • Gather additional information, conduct onsite visits, and meet with management, as needed
    • Submit an indication of interest (IOI)

    (1-2 weeks)

  • Apr 4, 2021

    Conducting due diligence

    • Sign a letter of intent (LOI)
    • Learn the story and history behind the business
    • Conduct due diligence (accounting, legal, contracts, etc.)
    • Identify growth opportunities and create a 100-day business plan

    (4-8 weeks)

  • Apr 4, 2021

    Executing the transaction

    • Sign the final purchase and sale (PSA) agreement
    • Transfer funds to outgoing owner

    (1-3 weeks)

  • Apr 4, 2021

    Operating the business

    • Transition day-to-day management responsibilities
    • Meet the broader team
    • Execute on 100-day plan and future growth initiatives

    Ongoing

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