For Founders

A unique partnership designed for you

Working together for over 25 years, we provide innovative private equity solutions to successful founders and entrepreneurs.

Founder Objectives

You’re looking for a private equity partner, but have competing objectives

Different shareholders often have conflicting priorities — some aim to stay and grow, while others seek to cash out. How can you achieve your liquidity goals while maintaining control? How do you protect your company’s culture and workforce while bringing on a new partner?

You need a solution that helps you balance all these competing objectives. You need a partner that aligns with your vision.

A signpost with five directional signs against a blue sky, labeled: "Keep Control," "Stay & Grow," "Diversify Net Worth," "Maintain Culture," and "Incentivize Leadership Team"—essential guidance for founders.

The Private IPO®

The Private IPO® helps you achieve all your objectives

80% of purchase price in cash

Liquidity the same as a traditional private equity deal

80% of purchase price in cash

You’ve built up a lot of your net worth in your business. Cashing out less active partners and/or diversifying your own net worth may be one of your goals. That diversification can allow you to take on more risk – build bigger teams, buy a competitor, introduce new service lines – all things that help you maximize your future growth.

Retain control of your board

Get a partner instead of an employer

Retain control of your board

The Private IPO® allows founder-owners to retain the majority of board seats, putting in place shared governance rights that create a true partnership where we make the big decisions together. Our governance fosters collaboration and keeps your company’s culture in place. With the Private IPO®, we don’t get in the way of you running your business – we are a value-added resource helping you grow.

Maximize your future upside

An incentive plan 2x the traditional private equity deal

Maximize your future upside

The Private IPO® gives up to a 25% incentive equity plan to be shared across the founders and their leadership teams; it is designed for owners that truly believe in the future value of their business, maximizing the second bite of the apple with an outsized incentive equity plan.

Our Value Add

Our experienced team helps you maximize growth

We have walked in your shoes. With our partnership into its third decade, we know the importance of team and collaboration. We know the importance of patience and consistency. We help founder-owners double and triple the size of their businesses adding value where our partners need it and want it.

Example areas of value creation

  • Management team augmentation
  • Strategic planning
  • Operational improvements
  • System implementations
  • Data and financial management
  • Acquisitions and integrations
Five business professionals stand side by side in a modern office hallway, all wearing business attire, smiling and facing the camera—a welcoming scene for founders. The background features glass walls and wooden floors.

Want to learn more?