Preserving Your Legacy.
Growing Your Business.
We are a family-operated investment team looking to acquire and actively manage established businesses.
We provide founders with their desired exit and a commitment to long-term, sustainable growth.
Our Story
We are building our legacy in the Carolinas and across the United States.
We are operationally-focused investors seeking to acquire and steward exceptional businesses for the long-term.
We seek to preserve founders’ legacy while future-proofing their business. Our team and our strategic advisory board includes investment banking professionals who completed dozens of strategic transactions, financial services experts with 40+ years of risk and compliance experience, as well as legal specialists in corporate and commercial transactions.
Investment Principles
Growing Industry
Fragmented Landscape
Diverse Customer Base
Recurring Revenue
Favorable Geographies
Our Criteria:
<$5 million EBITDA
10+ years
Hold Period
Our Industry Focus:
B2B or B2C Services
Technology Services
Medical Devices
Healthcare Services
A Different Kind of Succession Plan
We understand that deciding to sell your business is one of the most significant professional and personal decisions you will ever make. Our promise is to make the transition as smooth, transparent, and respectful as possible.
Our Promise to You
Confidentiality First
1
We know absolute discretion is critical. We move quietly and securely to protect your relationships with employees, vendors, and customers.
Financial Certainty
2
Our deep background in finance means we understand how to structure a fair deal, secure the necessary capital, and close efficiently without dragging you through endless red tape.
Protecting Your Legacy
3
We aren't here to disrupt the culture that made you successful. We are here to learn from you, protect your team, and carry the baton forward.
Start a Confidential Conversation
We understand the blood, sweat, and tears it takes to build a successful company. Our goal is to step into your shoes, protect your employees, and build upon the foundation you’ve established for decades to come.
Considering a transition? Reach out to schedule a completely confidential,
no-obligation introductory call.
We are happy to sign an NDA before reviewing any details.