$20B
Asset Management Experience
300
Combined Transactions Completed
180
Years of Combined Experience
What we do
We invest across industries in both established and growth-oriented businesses across the U.S. and Canada.
Our Focus
Partnering with business owners who are ready for the next step in their journey, whether it is taking on a partner or entering retirement. We are centered on providing owners relief of sole ownership pressure, cash for their hard work and accelerated growth for their companies.
Our Approach
We grow businesses, NOT downsize them. Our investments run independently and are free to manage their people, culture and business as they always have. In turn, we give our partners access to Tier 1 resources to help offload - sales, marketing, HR, legal and accounting departments.
World Class Leadership
Our business model utilizes a blue-chip team of like-minded directors, with experience in the legal, financial and international business sectors. We are not franchisors, private equity or acting on behalf of outside investors.
Proactive Partnerships
We are partnering with business owners that wish to create a unique culture by combining a proactive and innovative approach towards operations and business processes. This results in a reimagined interaction between work environment, firm productivity, technology implementation and customer experience.
Your Legacy
Focused on being a safe pair of hands for your legacy, employees and identity. Our approach is tailored to support and build upon your existing company management. Retention of personnel and internal development are our core operating principals.
Would you like to learn more? Feel free to use the contact form below
for a free 20 minute consultation!
