Management Buyout Partnership

Senior management or minority owners may be presented with the opportunity to privately negotiate the purchase of their affiliated business.  Our management buyout program partners with them to provide the necessary capital, resources, and expertise to successfully effectuate a private equity transaction.

Unlike traditional investment bankers, we are entrepreneurs willing and able to serve as ongoing collaborative partners fully aligned with your success.  Our integrated multidisciplinary team has the relevant experience, capabilities, and relationships to maximize your chances of success, and a strong track record to prove it.

We assist with all aspects of successfully sponsoring a private equity investment, from A to Z:

  • Raising necessary financing and equity capital
  • Underwriting the opportunity and developing a compelling investment case
  • Quarterbacking all due diligence efforts to comply with investor requirements
  • Providing access to top resources to maximize financial and operational performance
  • Positioning the business for an eventual sale at maximum value
  • Selling the business for top dollar

If you believe you may have a relevant opportunity, please contact us for a complimentary, confidential discussion about potential options.

Direct Investments

Backed by influential families, we selectively invest in businesses where we have experience and can build enduring value

Seller Advisory

Vigorously representing owners in the sale of their business to maximize both value and fit

Sale Readiness

Addressing value detractors and executing strategies most valued by the markets to maximize sales price