Making Business Personal
Secure the future of your business and its employees. We take a relationship-based approach to acquisition and transition, tailored to your specific business and needs. This helps to ensure mutual fit, protects your people, and ensures your legacy when you’re ready to plan for the future.
Our Process
Each potential acquisition begins with a confidential, off-site conversation. This allows both sides to determine alignment and discuss transition goals and timeline.
Our confidential, collaborative acquisition exploration includes:
- Understanding your history, customers, products, or services
- Aligning with your goals
- Conducting thorough due diligence
- Determining growth opportunities
- Planning transition and timeline
- Selecting and preparing leadership
- Discussing the growth of your people
Once under LOI, we ensure the transition process does not interfere with day-to-day operations. We can also customize our approach to transfer of responsibility and authority. In addition, we offer select investment opportunities for sellers.
Real Estate
Explore flexible transaction options for the real estate portion of your business. Depending on your goals and needs, we can bundle or separate real estate from business transactions.
Our Focus
We focus on middle-market family-owned and operated firms in the construction, manufacturing, and transportation sectors, although we also explore other opportunities. As relationship-oriented investors, we prioritize mutual fit and trust in every potential transaction.
$5 to $50M
Annual Revenue
Family Owned and Operated
Leadership
Industry Focus:
- Manufacturing: contract manufacturing, electronics, medical device, metal removal/precision grinding, stamping and plastic injection molding
- Construction: asphalt paving and concrete
- Transportation: trucking, forward/reverse logistics and distribution
- Rail and railcar repair and maintenance
- Plastic injection repair and refurbishing
- Electronics
We fund acquisitions through a mix of portfolio capital, family office strategy, and outside investors.
Buying and building for 25 years
To us, business is business—but it’s also personal. Since 1997, our leadership team has partnered on multiple transactions in various industries. We bring combined strength in operations, finance, and leadership to building the future for your business.
Start the Conversation
Interested in learning more about our approach or investing with us?