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A Third Way for Succession

Your kids don't want it.
Private equity isn't the right fit.


We offer a Third Way for business owners thinking about succession.

How We Support Our Business Owners

Board Governance

Board Governance

We provide experienced leadership and ensure strategic decisions align with long-term goals. Our focus is on strengthening oversight, promoting transparency, and fostering sustainable growth, all while maintaining the company’s values and culture.

Strategic Growth

Strategic Growth

Whether expanding market reach, enhancing operational efficiency, or exploring new revenue streams, we bring the expertise and resources needed to propel the business forward and maximize its potential.

Succession Planning

Succession Planning

We assist business owners in developing a clear, thoughtful succession strategy that safeguards the future of the company and its people, while preparing the next generation of leaders to carry the business legacy forward.

Portfolio

Key Acquisition Target Metrics

Enterprise Value

$20M-$50M

EBITDA

$5M-$10M

Industry Agnostic
Across North America

Target Ownership

70%+

Long-Term Partners