Over our extensive experience serving entrepreneurs find their next acquisition, we have incorporated a suite of complementary and interconnected offerings into our processes with the intent of enabling these entrepreneurs find the capital they need to seize these extraordinary opportunities.
The core tenets of our belief and value system have served us for decades and are rooted in our systems and processes today. Every explorer needs a map, and every business needs values.
"What sets us apart is providing some of the most unique opportunities on the marker to entrepreneurs, private equity groups, family office, search funds, and capital investors – and their families. Together, we view wealth not as a prize but as potential."
We work with private equity groups and family offices throughout the country to source larger deals that serve as platforms for future, smaller add-on acquisitions. This strategy allows for equity groups to acquire multiple businesses over a period of time to create something greater than the sum of the parts. Utilizing an initial platform acquisition, an investment thesis is realized and honed to allow for seamless tangent acquisitions to expand geographic presence or integrate aspects of the supply chain.
We have experience and knowledge spanning multiple industries and understand the strategic nature of each acquisition. Our deal sourcing provides platform acquisitions spanning $1,000,000 to $100,000,000. Dependent upon the nature of the investment thesis, we often equipped to find tangent add-on businesses during our search for the ideal platform investment. By doing so, our services allow a investment thesis to develop more quickly than typical strategies would yield.
Upon acquisition of a platform investment, a private equity group or family office moves on to the next phase of the investment strategy — acquiring smaller businesses related to the platform business in order to expand customer base or aid supply chain metrics.
Our capacities allow for the flexibility to find add-ons throughout the United States within the typical investment threshold ranging from $250,000 to $10,000,000 for a bolt-on acquisition. In addition, we are able to assist existing businesses looking to expand strategically through geographic acquisition or supply chain fluencies.
If you're an investor looking for a single, silo acquisition, our services apply to you as well. Small business buyers looking for deals from $250,000 to $20,000,000 can soon realize the plethora of business opportunities out there. Similar to finding an add-on for an equity group, we are able to take your industry and geography preferences to search for businesses that fit your criteria and are open to entertaining a sale.
Our search process takes our clients through all phases of the acquisition process. We first begin the deal sourcing process by locating businesses that fit the investment criteria and and are open to entertaining a sale. Upon building relationships with the business owner, we introduce our buyer and facilitate a discussion to see if there might be a fit.
If deemed to be worthwhile for both parties to move forward, we analyze financials and work through negotiations towards finding the right pricing and structure. Once a deal is struck, we are assist our buyers with financing by utilizing our network of lending partners to find the right fit. Alongside, we assist buyers where needed in collection of due diligence materials and final purchase agreement documents. In the end, we are with you every step of the way.
A firm that puts clients first
Years of Cumulative Experience
Cumulative Business Owner Connections
Worked with Clients in 45 States
Average Deal Size Range
Variety of Industries Previously Served
"What sets us apart is providing some of the most unique opportunities on the marker to entrepreneurs, private equity groups, family office, search funds, and capital investors – and their families. Together, we view wealth not as a prize but as potential."
Many small business owners expected 2022 to be a year of recovery after two years of struggling to survive a global pandemic. But inflation, fears of a recession, a still unreliable supply chain, and a nation at nearly full employment resulting in a tight job market all loomed large, dampening many of our goals.
Business formation continues to be at historically high levels, with concerns over cost of living and inflation motivating Americans to pursue a small business venture. New research shows this trend will continue in 2023 .
A new report commissioned by Bank of America surveyed more than 1,300 small business owners across the U.S. While focusing on women and minority-owned businesses, business owners across the board are optimistic about the future.
