For searchers and sponsors
Have a business under LOI? We back searchers and independent sponsors with equity, then help after close with governance and systems, M&A and tech enablement.
How we work together
Searchers and operators can submit a deal or hire us as advisors.
What we back
Searchers and independent sponsors with a business under LOI. We provide equity, not loans, and we write larger checks than a typical minority investor.
- A business with ten or more years of profit, selling essential B2B services or products
- A buyer who will run the business and has the skills to do it
- A price and a debt load that leave room for mistakes
- Economics shared between the buyer and the investors, with real board oversight
At a glance
After close
What happens after you close
You run the business. We are not on the ground day to day. We bring what we have learned across many of these transitions, and you use as much of it as helps.
1
A 100-day plan
Written with you during diligence: a transition plan and a list of what could go wrong, turned into specific tasks for day one.
2
Monthly reviews
A regular check against the plan, plus help setting up an operating rhythm of leadership meetings and scorecards. A board or observer seat where we are a large investor.
3
Add-on acquisitions
When the business is ready, we help source, diligence, structure and close add-ons. Most searchers have not run an M&A process before.
4
Tech enablement
The right software, rolled out well, once the basics are steady. It does not have to start with AI.