Targeted Situations:

Management Buyout – Individual executive and/or management team who seek assistance to either buy-out their current employer, one of its divisions, or are seeking assistance with acquiring a target company which fits their personal experience.

Entrepreneurial Venture – Entrepreneur/leader of an early-stage company seeks to acquire a mature company as a means of quickly securing customer relationships, organizational strength, infrastructure, baseline sales and earnings from which to pursue strong growth.

Current Owner – Seeks to Restructure/Pursue Organic or Acquisition Growth – Business has opportunity to restructure, or grow either organically and/or through acquisition, yet current owner desires equity partner to share financial risk and provide additional expertise and resources.

Current Owner – Seeks to Diversify Personal Wealth – Current owner desires to diversify net worth while retaining operational control and an equity stake.

Facilitate Retirement/Exit – Current owner desires to retire or pursue other interests.

Cash-Out Inactive Shareholders – Active shareholders seek to provide inactive or retiring shareholders with liquidity.

Family Business in Transition - Senior family member seeks to transition leadership and/or ownership to the next generation and provide them with meaningful economic opportunity.  Also, senior family member seeks significant personal liquidity to diversify net worth and facilitate retirement and/or estate planning.