Investment Approach

Family Succession Transaction

Preserve Your Family Legacy

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

Family Matters

Blood is thicker than water, and there’s something to be said for growing up in the family business.  We appreciate the intricacies of investing in a family business and structure our transactions to ensure a smooth succession.

Our family succession transactions provide liquidity for departing shareholders and ensure continuity for family members in key managerial positions.  We then work closely with the next generation to take the family business to the next level.

The Victoria Fine Foods case study shows how we have worked through a family transition.