We see an incredible opportunity and we’d like to share it with you.
Over a million small businesses are owned by Baby Boomers. Most will change hands in the coming years as their owners age into retirement.
Businesses under $5M in EBITDA are generally too small for private equity firms and so acquisition multiples (thus prices) are very attractive.
The growing supply of small businesses for sale is setting the stage for a once-in-a-generation buyers’ market.
There is a small and growing community of skilled entrepreneurs focused on buying and operating these businesses.
Potential exists for outsized returns while avoiding the high risk associated with startups
Our funds are diversified across industries, geographies, strategies, and sponsors, and have a low correlation to traditional asset classes
Our funds are a passive investment vehicle requiring no involvement in the businesses themselves
Tax-advantages are delivered to investors by way of depreciation write-offs, and sometimes via Qualifies Small Business Stock (QSBS) treatment
Entrepreneurs have strong alignment of interests through personal co-investment and performance-based compensation
Fill out the form below to gain access to the overview materials for Fund II.
Fill out the form below to gain access to the overview materials for Fund II.
