We strengthen the backbone of the U.S. economy

58.9M

people in the U.S. are employed by small-to-medium sized businesses

68 cents

of a $1 spent at a small business flow back to the community

3 out of 4

new jobs created are from small-to-medium sized businesses
We grow and nurture small businesses, which represent the backbone of our local communities. We invest and build companies for posterity and help existing companies thrive in the 21st century. We work with business owners to secure their legacies and protect the stakeholders and communities they serve. We secure employment and local value creation as owners face retirement or other life changes. We deliver superior returns, financially and socially. 

Returns that go beyond financials

We are committed to supporting and to developing local communities and entrepreneurs across the country. This starts with helping small-and-medium sized businesses thrive and expands to our team dedicating time and funds to several charitable causes throughout the nation. 

Mentoring future leaders
HOURS
TO DATE

Fostering community
CAUSES
SUPPORTED

Suggest a cause for us to support.

Selection of supported organizations

Mentoring future leaders
HOURS
TO DATE

Fostering community
CAUSES
SUPPORTED

Selection of supported organizations

What you can expect from us

We know from experience that business, especially in the lower middle market, is personal. This is why we work hard to get to know potential partners well, and to make it easy for them to get to know us and to be clear on what to expect from us.

Partnership & trust

  • Collaborative and solution-oriented 
  • Act professionally & with integrity
  • Take a long term view on relationships
  • Our word and handshake are our bond

Authenticity & transparency 

  • Don't play games with you or your company
  • Authentic and straightforward with our offers
  • Transparent about our level of interest
  • Honest and courageous conversations

Clear priorities

  • Work side-by-side with you & your team
  • Value your legacy and your firm's integrity
  • Focus on important issues and avoid trivialities
  • Look after customers, employees & community 

Excellent communication

  • Use clear language and avoid jargon
  • Communicate proactively and are responsive
  • Listen to understand
  • Tough on issues and soft on people

Partnership & trust

  • Collaborative and solution-oriented 
  • Act professionally & with integrity
  • Take a long term view on relationships
  • Our word and handshake are our bond

Clear priorities

  • Work side-by-side with you & your team
  • Value your legacy and your firm's integrity
  • Focus on important issues and avoid trivialities
  • Look after customers, employees & community 

Authenticity & transparency 

  • Don't play games with you or your company
  • Authentic and straightforward with our offers
  • Transparent about our level of interest
  • Honest and courageous conversations

Excellent communication

  • Use clear language and avoid jargon
  • Communicate proactively and are responsive
  • Listen to understand
  • Tough on issues and soft on people