Relationships with business brokers, investment bankers, lenders, and advisors are pivotal to our success. We value your time, input, and partnership.

  • We know the value of providing timely and thoughtful feedback for your client 
  • As former operators, we can communicate effectively with your clients about their concerns and challenges and describe how we’ve solved similar problems
  • Listening and building mutual trust is paramount to how we approach business owners and management teams
  • We invest out of a committed fund, providing certainty of closing
  • We require no outside or third-party approvals, giving us full discretion over our investment decisions
  • Our conservative approach to financing our companies with minimal debt reduces reliance on lenders; we have closed investments with 100% equity
  • If you introduce us to a business that we invest in, we are happy to pay a fee for the introduction