Keeping great businesses in great hands
When it's time to transition a business, the best successor is often already in the building.
A few things that shape how we work.
We work with middle market companies across manufacturing, distribution, construction, and business & consumer services — owners and operators who both have a stake in how the transition turns out.
Business Owners
You've spent years building something that matters — to you, to the people who work there, and to the customers who depend on it. You want to transition your business to someone you already know and trust — a key operator, a family member, a partner — and you want the valuation to reflect what you've built. We handle everything from structuring the transaction and raising the capital to making sure the process works for everyone involved.
Management
You know the business as well as anyone. The obstacle to ownership usually isn't ambition or ability — it's the assumption that the capital isn't there. We work with lenders and investors who back operators without taking control, and we lead the deal structuring, capital raise, and everything else it takes to get to a close.
We guide owners and internal buyers through the transactions that define a company's future.
Management Buyouts
Family Transitions
Shareholder Buyouts
ESOP Advisory
Answers to the questions we hear most.
Do I need to be ready to transact to talk with you?
Not at all. Some of the most valuable conversations happen well before a deal is on the table. If you're starting to think about the future — even loosely — we're happy to talk through what your options might look like.
Will anyone find out we're having this conversation?
Every conversation is confidential from the start. We'll sign an NDA before any detailed discussions begin, and we manage every step of the process with discretion.
I want to sell to someone in the company. How would they finance it?
These types of transactions usually come together through a mix of bank debt, non-bank debt, and equity — typically from investors who specialize in backing operators without taking control.
I'm interested in buying the business I work at. Can you help?
Absolutely. The first thing we do is help you understand what the financing looks like — and if the path is there, we know how to structure it, where to source it, and what it takes to get the deal done.
How do I know I'm getting a fair price?
The lenders and investors who finance these transactions have the same return requirements they'd have for any investment — and that discipline keeps valuations honest. When it's helpful, we can also run a parallel market check so everyone at the table has a clear, defensible answer.
What will the process actually look like?
We'll walk you through it in detail so you can decide whether this process is right for you. Generally, it involves getting to know your business, helping you think through your goals, and then designing an approach that's tailored to your specific situation.