Acquisition & Intake
Every holding begins with a transaction. We identify operating businesses with durable fundamentals, conduct rigorous due diligence, and structure deals to close. Integration planning begins before the ink is dry.
Target Identification
Proprietary deal sourcing across sectors: direct outreach, broker relationships, and management team referrals. Sourcing is conducted with a defined mandate applied consistently across channels.
Due Diligence
Financial, operational, legal, and market due diligence conducted with the rigor appropriate to acquiring an operating business. Every material item is reviewed and documented prior to close.
Valuation & Pricing
DCF, comparable transaction, and earnings-based modeling applied to every target. Pricing discipline is maintained consistently across deal size and sector.
Deal Structuring
Equity, debt, earnouts, seller financing — we structure transactions to align incentives and achieve close. Experience across deal configurations enables efficient execution regardless of complexity.
LOI & Definitive Agreement
From letter of intent through purchase agreement, executed with precision and urgency. Timelines are managed to maintain deal momentum through all intermediate milestones.
Regulatory & Compliance Review
HSR, licensing, environmental, and sector-specific regulatory requirements reviewed pre-close. Material compliance items are resolved before they become conditions to closing.
Debt Financing & Capital Stack
Senior debt, mezzanine, preferred equity — we build capital structures that leave room to operate without sacrificing returns. Lender relationships are maintained across institution types and deal sizes.
Management Retention Planning
Identifying which members of the incumbent leadership team to retain — and structuring the compensation and equity economics to make that retention durable.
Integration Planning
Day-one operational continuity, systems consolidation roadmaps, and vendor transition timelines developed pre-close so operational continuity is maintained through the ownership transfer.
Post-Close Reporting Framework
Board reporting cadences, financial dashboards, and KPI frameworks established in the first 90 days. What gets measured gets managed.
Have a business we should look at?
We review opportunities across sectors. Submit the details and we will respond with a preliminary assessment of fit against our mandate.
Submit an Opportunity →