Our Difference
Listening and collaborating to take your business to the next level
Working together for over 25 years, we provide innovative private equity solutions to successful founders and entrepreneurs.
The Private IPO®
Better than a buyout – the Private IPO® is an innovative solution designed for successful founder-owners
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.
Investment Criteria
We invest behind dynamic entrepreneurs and founders that are seeking a partner for growth
Transaction Type
– Private IPO®
– Management Buyout
– Growth Equity
Platform EBITDA
$4 – $30MM+
Equity Investment
$20 – $100MM+
Business Services
Business Services
- Business Process Outsourcing
- Education
- Facility Management
- Food & Beverage Services
- Human Capital Management
- Industrial Services
- IT Services
- Marketing & Media Services
- Professional & Consulting Services
- Value-Added Distribution
Healthcare
Healthcare
- Ambulance & Patient Logistics
- Behavioral Health
- Consulting, Coding, Billing & RCM
- Home Health & Hospice
- Medical Technology & Healthcare Equipment
- Outsourced Medical Services
- Pharma Services
Manufacturing
Manufacturing
- Aerospace & Defense
- Chemicals
- Electrical Equipment & Components
- Food & Beverage Products and Processing Equipment
- Industrial & Aftermarket Components
- Packaging & Plastics
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
