We directly purchase majority and minority stakes in growing businesses.
We also provide consulting for business owners who want help achieving their goals.
Company Fit:
Financial Characteristics will include: high profit margins (>15% net income divided by revenue) and high returns on assets (>15% net income divided by assets).
Business Characteristics will include: niche, market leader, B2B, and exhibiting competitive advantages.
Representative Examples:
Led financial due diligence for a $434 million purchase of a financial services company. Investor base included Berkshire Hathaway, Inc.
Successfully helped financial services company transition from a wholesale strategy to a retail strategy.
Engineered unique trade that allowed a company to unlock $25 million in annual synergies.
Led a $16 million Series B investment into a unique and growing property related technology company. Raised up to $26 million of follow on capital.
