What you need from a private equity or debt partner will vary depending on the nature of the possible transaction, the rationale for capital and the present and future roles for owners and management. Our background allows us to focus on those situations where we can best utilize our expertise to the benefit of the business. We aim to align our objectives with yours. And while we seek to own a minority, majority or controlling stake in the business that allows us to shape its course, we will welcome, where appropriate and desired, partnering with the current owners and management team of the business.
Growth and Expansion
Occasionally, successful companies must implement new, and sometimes transforming, growth and expansion initiatives and strategies. As a private equity or debt partner, we will invest in companies that can benefit from our business expertise and strategic guidance and oversight, and we will provide the necessary capital to execute strategies, which may include roll-up, consolidation or distribution expansion.
We acquire businesses or invest alongside owners in situations where they are interested in monetizing the value of the business they have built, while considering sensitive matters such as succession and family issues, the future role of the owner and the transition to a new ownership structure. Our proven experience working with family-owned businesses can enhance the personal and financial value of the transaction.
We provide both strategic support and capital to management teams interested in buying into the business they manage, but in which they currently do not have a material ownership stake. Such management teams are frequently best positioned to identify the strengths of the business, upon which its future growth can be achieved. We also partner with management teams with deep industry expertise who have identified an opportunity to invest in or acquire a business.
We actively seek opportunities to acquire divisions of larger companies, including North American divisions of multinational corporations, partnering with the division’s management team or with an outside management team with relevant industry experience.
With Differing Objectives
Businesses that have multiple shareholders are usually governed by shareholders’ agreements that may include buy/sell provisions. Such provisions often place the shareholder with limited access to capital at a disadvantage. We can help level the playing field.