Family Office
Our approach is to provide the type of investments we were looking for when we ran our own businesses…someone to provide capital needed but would let us continue to run our business our way. Nothing against most private equity firms but their agenda is just different than most business owners.
We understand often a business represents a lifetime of work and creativity. We realize a business can become a part of our personality and sense of identity because we are entrepreneurs and founders.
We understand when new capital is needed for growth, a management buy-out, or family liquidity because we have lived those experiences ourselves.
We understand many have no financial need to work yet enjoy running their business and want to stay involved without having “all their eggs in one basket”.
We understand often a business represents a lifetime of work and creativity. We realize a business can become a part of our personality and sense of identity because we are entrepreneurs and founders.
We understand when new capital is needed for growth, a management buy-out, or family liquidity because we have lived those experiences ourselves.
We understand many have no financial need to work yet enjoy running their business and want to stay involved without having “all their eggs in one basket”.
- Management Autonomy -- We are hands-off believing management should have the freedom and responsibility to run their business. Private equity firms usually will have managers who feel they know how to run your business operations better than you and sooner or later will want to take over the business operation.
- Minority or Majority Investments—Willing invest into minority or majority positions in privately held companies. We do not require control to invest.
- Speed to Close -- We make quick decisions. We have a clear understanding of what types of businesses we will consider. If price is acceptable, we can move from offer to close in 30 days.
- No financing contingency – We have capital available for immediate investment.
- Legacy Investments -- We make legacy investments and have a buy and hold forever strategy unless management believes otherwise. No pressure to exit within a few years of acquisition.
Recent Investments
