Our Approach

We look for two to four new companies a year where we believe our experience and management approach will help business owners and investors drive 2 to 4 times top line growth over 3 to 5 years.

The opportunities we seek generally fall into one of three categories:

  1. Partial buyouts of a business owner with an interest in bringing on a new chief executive to drive growth
  2. Full buyouts of business owners who are ready to retire from a business with stable cash flows and opportunities for growth
  3. Carve-out joint venture opportunities with mid-sized to larger companies to launch a new product or develop a new market

Where growth capital or financing for recapitalization is needed, we facilitate each deal separately with various capital partners and deal structures.  Typical investments range from $500,000 to $2,000,000, and we source deals directly from business owners, from private equity funds who pass on opportunities that are too small for their investment thesis, and from angel investors looking for a management partner.

If you have a company you would like to talk to us about, please call us 801-415-2000 or send us an email to .