Our Acquisition Philosophy
When you’ve spent decades building a business, selling it is one of the most significant decisions you’ll ever make. You’re not just concerned about getting the right price—you’re worried about what happens to your employees, your customers, your company’s name, and everything you’ve worked to create.
We understand these concerns because we share your values.
Our Principles
BUY FOR THE LONG-TERM
We acquire businesses to operate and grow. No quick flips.
RETAIN THE EMPLOYEES
We’re committed to keeping your performing team members employed and their families secure. When we introduce new efficiencies, we will retrain and redeploy your employees to new roles.
CONTINUE THE LEGACY
We keep your company name, maintain your customer and supplier relationships, and ensure that your business values stay intact.
INFUSE TECHNOLOGY WITH OPERATIONS
We introduce technologies into your business operations to keep it competitive while maintaining its character.
Our Acquisition Process
1. Initial Meeting
We begin with a confidential conversation to understand your business, your goals, and your reasons for considering a sale. This initial meeting allows us to learn about your company’s history, operations, market position, and what matters most to you in the transition. It’s an opportunity for us to get to know each other, answer your questions, and determine if we’re a good fit to move forward together.
2. Preliminary Evaluation and Letter of Intent
Following our initial meeting, we conduct a confidential evaluation of your business. This involves reviewing your financial statements, understanding your operations, assessing your customer and employee base, and identifying key assets and relationships. Once we’ve completed this evaluation, we’ll present a Letter of Intent (LOI) outlining the proposed transaction structure, purchase price, and key conditions. This evaluation and LOI process is handled with strict confidentiality and we’re committed to protecting your business information throughout.
3. Due Diligence
After the Letter of Intent (LOI) is signed, we’ll conduct a thorough review of your business to verify all the information provided and ensure everything is in order. This involves examining your financial records, contracts, customer relationships, employee details, and any legal matters. We’ll work with accountants and lawyers to complete this review professionally and efficiently. This step protects both of us and ensures we’re ready to move forward to closing.
4. Finalize Terms and Financing
Toward the end of due diligence, we finalize all transaction terms and financing. This step involves detailed negotiations on price, payment structure, earnout provisions, and representations and warranties. Our team works with lenders and financing partners to gather the capital needed to complete the acquisition. This process is handled professionally and efficiently to ensure a smooth path to closing.
5. Close the Deal and TransitioN Partnership
The final step is completing all the paperwork and officially transferring ownership to us. We’ll work to ensure a smooth transition by meeting with your customers and suppliers to assure them of continuity. We’ll also talk with your employees, answer their questions, and help them feel confident about the changes ahead. We understand this business is your life’s work, and we’re committed to treating it with respect and keeping it strong. Once closed, you can move forward with confidence knowing your business is in capable hands.