Focused Investment Approach

Industry Sectors​

Business Characteristics

Business Metrics

Value Creation

For Owner

Partnering with you to achieve your dreams

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Growth Focus

Our focus is to help your company grow through access to capital and management expertise, so that it achieves its true potential

Flexible

We are flexible in our deal structures, and can address the needs of most situations including buyouts and recaps

Efficient Process

We strive to make our process very quick and efficient, so that you are not distracted from running the business

Building a Legacy

We do not make investments to reduce costs and maximize profits. We invest in companies to build lasting organizations

Value Adding

We want to make every interaction value adding for you by bringing our industry insights to you during our conversations

Long Term

We are long-term investors, and are not driven by strict fund exit timelines. This gives us the flexibility to do what is right for the company

For Intermediaries

Partnering with you to achieve your dreams

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Attractive Fees

We will pay market attractive success fees for introducing us to situations that result in new investments

Reliable

We have years of deal-making experience and know that it takes more than just financing modeling to get deals done

Efficient Process

We strive to make our process very quick and efficient, so that you are not distracted from running the business

Capital

If we like a deal, we will close it. Our access to significant capital and committed funds provide high certainity of closing

Flexible

We are flexible in our deal structures, and can address the needs of most situations including buyouts and recaps

Long Term Partners

While intermediary services are transactional in nature, we believe in building long term partnerships and recreating successes

Efficient Process

We understand that investment processes can be distracting for critical management team members and burdensome to any company’s operational plans. Therefore, we have designed a process that ensures minimal distraction and quick decision making.

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A typical process will look like the following
Management Call and CIM Review (when available)

Go/No-Go Decision within 48 hours

Initial Data Request
Initial offer with summary terms (LOI)

Targeted within 4-6 weeks

Detailed Due Diligence (LOI)
Purchase Agreement

Targeted within 16-24 weeks

Step 1

Management Call and CIM Review (when available)

Go/No-Go Decision within 48 hours

Step 2

Initial Data Request

Step 3

Initial offer with summary terms (LOI)

Targeted within 4-6 weeks

Step 4

Detailed Due Diligence (LOI)

Step 5

Purchase Agreement

Targeted within 16-24 weeks

Case Studies

Cleo Case Study

Cleo Case Study

Coming Soon…..

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