Investment Approach

Transaction Types

Industry Market-Entry Strategy (ExecFactor®)

Sometimes 1+1=3

Our strategy is to provide both companies and management teams with the necessary growth capital and resources to successfully execute market consolidation strategies.

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Management Buyout of a Private Company

Value Added Partner for Growth

Involves facilitating the purchase of a private business by its management team, especially where family succession is not an option.

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Recapitalization of a Private Company

Unlock Personal Liquidity

Most successful entrepreneurs have a lot of their personal net worth tied up in their business. We can help unlock that value.

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Family Succession Transaction

Preserve Your Family Legacy

We will partner with family members to buy ownership positions held by other family members (active or inactive) or outside shareholders.

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Corporate Carve-out

Repositioning for Growth

In good times and bad, big corporations are always evaluating whether or not each division is a “core asset.”

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