What makes us different
Founder-led and focused
People-first transition
We believe employees are the heart and soul of every company. They are the ones who turn on the lights, sweep the floors, build the product, and do a million other jobs in between. In our own experience, culture and the people that make it are what really sets winning companies apart. We want to build on the success of your team – nurturing and developing them and hopefully adding to their numbers over time. Our bottom line: If employees do well, we do well.
Long-term vision and legacy
We aren’t looking to flip your company for a quick buck or fold it into an existing business. Instead, the goal is to grow the business for years to come and to build on the legacy you created. This is the blueprint laid out for Daniel by his family’s multi-generational business success and is exactly what we want for your company.
Focus on growth, not cost cuts
It can take years to really grow a business; it takes much less time to cut costs and staff. That’s why firms often cut expenses when they make an acquisition: they’re looking to maximize profit within a short timeframe. Similarly corporate buyers usually expect to ‘rationalize’ cost (and achieve 'synergies') by removing overlaps and duplicate roles. We are laser focused on building on your success and growing your company’s revenue, which is enabled by our long-term approach.
Goals | Long-term growth | Maximize profitability over the short term | Merge or integrate company, cut costs to realize synergies |
Company identity and legacy | Preserved and built on as sole focus | One of many portfolio companies | One piece of a larger parent company |
Current employees | Critical to continued success - grow and develop team | At risk of job cuts | At risk of job cuts, especially where there is overlap |
Source of Capital | Diverse group of successful entrepreneurs, investors and operating executives | Individual or passive sources that may never be known to you | Public or private company assets |
Transaction and Deal Terms | Quick, flexible and focused to reach the best deal for you | Inflexible, standard terms used by the fund that are often complex | Slow and inflexible, structured to protect purchasing company |
Who runs the business | 100% Dedicated entrepreneur supported by team of CEOs and operators | A firm of professional investors often with little operating experience | A manager in a larger corporate structure |
Future role for owner | Flexible: full exit or ongoing involvement | Typically required to stay onboard, but with PE oversight | Either full exit or mandated to become an employee, limited flexibility in either case |
Goals |
Company identity and legacy |
Current employees |
Source of Capital |
Transaction and Deal Terms |
Who runs the business |
Future role for owner |
