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.