Investing in the generational shift of small business ownership

We see an incredible opportunity and we’d like to share it with you.

The Opportunity

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 $3M 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 “acquisition entrepreneurs” focused on buying and operating these businesses.

We partner with a select group of passionate, capable entrepreneurs who are acquiring high-quality, established businesses.

Our funds make investment in this lucrative but otherwise opaque asset class available to you.

Potential exists for outsized returns while avoiding the high risk associated with startups

Our funds provide both current cash flow and longer-term growth potential

Investors’ risk exposure is limited to the amount of capital invested

Tax-advantages are delivered to investors by way of depreciation write-offs

Our funds are diversified across both industry and geography, and have a low correlation to traditional asset classes

Our funds are a passive investment vehicle requiring no involvement in the business itself

Entrepreneurs have strong alignment of interests through personal debt guarantees and co-investment

If you are an Accredited Investor we invite you to invest alongside us in one of our funds.

Get to Know Us

Strategy

We invest in enduringly profitable businesses

Team

Our team brings a breadth of expertise in small business investing

Contact Us

We would love to explore whether our funds could be a fit for you