Ownership Transition

We provide capital for owners seeking to transition out of their business full-time and are looking for the right long-term partner to continue their business legacy and offer employees the opportunity to be a part of a growth strategy.

Typically (but not always), our ownership transition investments have exhibited the following characteristics:

  • Founder-owned
  • Proven business model (established product/technology with existing customers)
  • Profitable
  • Identified, tangible growth opportunities 
  • Low/modest debt leverage
  • Identified next level managers who are looking for an opportunity to become a partner in the business
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