Flexible Transactions

A Financial Partner to Meet Your Company’s Needs

No two businesses – and no two business owners – are the same. That’s why we apply flexibility and creativity to each investment opportunity to achieve each transaction’s unique objectives. We have the unique flexibility to provide capital in support of either minority or majority equity transactions. In many instances, we can help owners and executives accomplish more than one of these typical financing goals:

Growth Financing

We invest in businesses seeking additional growth capital to purchase equipment, introduce new products and accelerate organic growth or make strategic acquisitions. We act as a value-added resource to assist in implementing the chosen growth strategy. » Case Study

Family Business and Estate Planning Transaction

Under current tax law, business owners often find it challenging to transfer ownership of a family-run company to the next generation without the aid of a financial partner. Our transactions are often accompanied by an estate-planning liquidity event that allows certain shareholders to exit while other shareholders remain and often increase their ownership. In most cases, highly efficient tax structures can be implemented to effect a generational recapitalization. » Case Study

Management Buyout

We provide financial backing to executives in transactions where non-management owners of private companies or divisions of large corporations are seeking to sell a business to the company’s management team. » Case Study

Owner-Operator Recapitalization

We partner with business owners wanting to diversify their net worth through the sale of a portion of their equity in a business. In many cases, the transaction provides the owner with a significant liquidity event and ongoing operating control, while preserving additional value upside through continuing equity participation in the business.

Partner Buyout

We support business owners seeking an equity partner to purchase the interests of silent or retiring shareholders. » Case Study