Transactions based on your needs and objectives.
MANAGEMENT BUYOUTS / GROWTH CAPITAL
Management teams who want to buy and grow their business for themselves but need a partner to accomplish the transaction.
GENERATIONAL / MANAGEMENT TRANSITIONS
Owners who want to sell or pass on the business to the next family generation or the management team.
RECAPITALIZATIONS
Business owners seeking partial liquidity for the equity value they have created, achieving personal asset diversification, while retaining operational control and leadership of their company.
DISTRESSED DEALS / REORGANIZATIONS
Underperforming or “story” companies going through significant transition, either due to balance sheet needs or challenging operational, management, or ownership circumstances; companies in difficult or changing industries or those with incomplete management teams.
INDEPENDENT SPONSORS
Executives who have identified a compelling acquisition candidate, yet require an experienced partner to provide the additional resources and contacts needed to acquire, finance, and grow the business.
We bring a lot of expertise, influence, and drive to the table.
Over the years, we’ve earned the respect of Central Indiana business leaders and with potential investors. If we work together, we’ll apply our extensive investment and business management expertise to help you achieve superior performance and financial results. To further and accelerate your success, we can provide everything from management tools to third-party resources to capital.
WORKING COLLABORATIVELY, WE:
Set Strategic Objectives And Priorities
Handle Business Complexities
Identify Sales Growth Opportunities
Improve Operational Effectiveness
We could be the perfect fit.
We’re not about volume, we’re about making a real difference. We perform best for clients located within 200 miles of Greater Indianapolis, have an EBITDA of $500,000 to $2,000,000, and whose management teams are seeking a value-added partner to help them grow. In all candor, we’re not interested in start-up businesses or real estate investments. We are primarily a co-investor.
INDUSTRIES OF SPECIFIC INTEREST
• Business, commercial and industrial service companies
• Environmental services
• Healthcare services
• Value-added distributors
• Branded consumer products
• Safety and security products
OTHER CONSIDERATIONS
• Growing or large and fragmented markets
• Proven, clear long-term need for products and/or services
• Products with limited risk of technological obsolescence
• Products or services that capture full value chain to end-user
• If cyclical, must clearly understand circumstances of cycle
• Preference for existing management to grow business and own equity