Your business is at an inflection point and you’re looking for a strategic investment partner.
You’ve got early employees, investors or business partners who want to exit or divest ownership.
You’re ready to realize the value of your business and transition ownership immediately or over time
Focus on technology, content and services companies across K-12 and higher education
Focus on the “future of work” and enhancing economic prospects for our nations most valuable asset: people
Focus on B2B and B2C healthcare IT and service providers
Focus on niche SaaS and business services companies
Transactions are typically a significant milestone in a business owner’s lifetime. We understand that because we come from family businesses ourselves. Having worked across traditional banking and private equity roles, we bring “blue chip” experience coupled with humility and empathy for what it takes to build a business
We strive to be values-driven. What does that mean? Simple - we do what we say and say what we will do. We thrive on low-ego, high impact mentalities, and want to drive a seamless experience during and after the transaction. We expect the same from you.
We want to have an upfront, shared understanding of desired outcomes. We painstakingly define that with our partners at the beginning of our partnership to avoid subsequent conflict and construct governance that is synchronous with those goals.
We truly care about legacy. We inherently believe that a businesses’ brand, culture, and key employees need to be protected for it to be enduringly sustainable. We’d like to be seen as stewards of legacy. Of course, that doesn’t imply we won’t change things. It's almost certain we will, but with an endeavor to do so collaboratively with owners, managers, employees, and customers.
The bottom line is that we seek to develop open and constructive partnerships that foster long-term value creation
Interested in talking to one of our team members about a potential investment? Or thinking about our career opportunities? Please let us know. We’ll be in touch with you shortly.