This investment firm's goal is to invest in companies that are fundamentally "not for sale" where an active owner/management team needs a financial partner to facilitate a recapitalization to repurchase shares from a retiring and/or inactive shareholder or to support a growth and acquisition initiative. Their investment thesis can best be summarized as follows:
- Back business builders, not sellers
- Invest in proven, profitable companies with business plans that have manageable execution risk
- Focus on event-driven transactions, such as partnership disputes, generational transitions, recapitalizations to buyout retiring or inactive shareholders and growth through acquisition
- Support portfolio companies through active board participation and byfacilitating access to world-class functional expertise to create enduring equity value.
The firm has offices in the Western USA [Buyer 510145]
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