Investment Mandate

Investment Mandate

Direct Investing

>> Investment Mandate

Portfolio Companies

What We Offer

Impact Investing

Direct Investing

>> Investment Mandate

Portfolio Companies

What We Offer

Impact Investing

There are limited succession options for businesses with EBITDA or SDE of ~$3mm. Two available options are 1) to be approached by an opportunistic search fund – commonly with disadvantageous sale economics, or 2) partner with a business broker who will add your business to mass-market listings – commonly yielding only low-quality or inapplicable sale options. Neither option optimizes sale value, and both have substantial uncertainty in execution.

We believe our ESOP-focused investment strategy elegantly addresses two key problems in the American economy 1) the passing of ownership in successful small businesses to the next generation of entrepreneurs, and 2) addressing retirement security risk through employee ownership.

To meet a glaring need in the underserved lower middle market, we built a best-in-class, buy-side platform that drives value creation for all stakeholders involved:

  • Investment partners
  • Selling shareholder(s)
  • Target companies
  • Employees