Typical Partnership Investment Scenarios

We partner with owner-managers who are committed to their businesses and seek a partner for growth, yet desire liquidity for themselves, their partners or family members. 

Typical investment scenarios include:

• Asset Diversification:  Shareholder is passionate about the business and its future but wants to diversify net worth and lead the business while retaining control and a large ownership position.

• Diversification with a Shift in Responsibilities:  Shareholder is passionate about the business and its future but desires a change in personal responsibilities; wants to diversify net worth and retain a large equity stake and control. 

• Cash Out Inactive Shareholder:  Management shareholders seek to provide inactive or retiring shareholders with liquidity while maintaining control of their board of directors. 

• Generational Transition:  Senior family member seeks to achieve personal liquidity and facilitate estate planning while transitioning leadership (including control of the board of directors) and economic opportunity to the next generation.