What we do:  We provide exit strategies for family or founder owned businesses and support management through succession and the next phase of growth. 

Investment Criteria:

  • Founder or family owned businesses
  • $3 MN EBITDA Minimum for at least 2 years, EBITDA Margin >15%
  • Low customer concentration (max 10%)

Sectors of interest: Business services, consumer experience and service, multi-location services, manufacturing

Valuation: We review business valuations and provide indications of interest in a timely fashion so owner’s can make informed decisions (learn more here).

Our Financing Sources:  We work with equity funds, limited partners and select lenders on a case by case basis.

Select Investments:

Oil Changers (exited, Brick Investment Partners LLC portfolio company)

John N Fehlinger Co Inc.

GoPad Secure Technologies Inc.

Hudson Capital Energy LLC (exited, sold to INTL FCStone “Stonex”)

Why work with a CFA Charterholder? Read More


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Contact Us

All information will be kept strictly confidential.

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