Small Business Private Equity Firm: Committed to Your Legacy

You‘ve been dedicated to your company’s long-term success

And so are we.

We Buy to Hold—Unlike Other Small Private Equity Firms

Unlike most private equity firms, our investment has no predetermined end date. We don’t buy your company just to prepare it for a later sale. Instead, we are focused on creating enduring success for your company and its people.

We’re in it for the long run, just like you have been.

A New Approach to Small Business Private Equity

We believe the purpose of small business private equity is to benefit all those involved. That includes the previous business owner, investors, employees, suppliers and customers. In our experience, the best way to make the most impact is through long-term investments. This gives employees the time and stability to advance their careers, facilitates compounding returns for investors, and allows the company to prioritize long-term health over making a quick buck. This small business private equity model raises the growth potential for everyone at stake.

OUR PHILOSOPHY

Selling a Small Business?

Selling a small business can be as overwhelming as it is exciting. We understand every business owner’s situation is unique and there may be a combination of factors causing you to explore this next step. We have worked with many small business owners as they navigate this transition period– whether in management transition, preparing for retirement, or simply needing growth support to get to the next level. If you or your company is going through a transition period, you might be wondering how we can help. It all begins with a conversation.

START A CONVERSATION

Former owner and new CEO stand together, representing the partnership approach essential in small business private equity.

We’re Your Strategic Partner

No matter your specific situation, we are not just a small business private equity firm looking to buy your company. We work with you holistically to make your personal goals a reality while preserving the health of your business. This can mean a full sale, retaining partial ownership in the company, or working together to grow your small business to the next level. We know there are many ways to sell a small business, and we work with you to find the right fit for you.

Interested in working with us?

INVESTMENT CRITERIA

Our Success Stories

The founder and president of JRI Industries wanted to grow his company while planning for retirement. Scott facilitated a successful leadership transition, an impactful acquisition, significant expansion, and a successful exit.

JRI INDUSTRIESSuccessful Transition

Custom Label increased and modernized its equipment, added sales and marketing personnel, and grew its revenue by more than ten times. Now, it is one of Northern California’s top label printers.

CUSTOM LABELModernized Equipment

Harris Seeds is a multi-generational family and employee owned business. Scott’s family purchased the company more than 40 years ago and Scott is now the Chairman. Over the years the company has invested more than $15 million in facility and fulfillment operations, online presence, and products. After these investments, Harris Seeds’ revenue increased by a factor of eight.

HARRIS SEEDSIncreased Revenue

We assisted in an ownership transition while providing the previous owners with liquidity for retirement. During the 12 years of ownership, both Kelatron’s revenue and profitability significantly grew.

KELATRONOwnership Transition

Testimonials

I’ve told anybody that would listen I couldn’t have been associated with a more moral or better person. I just wanted you to know that.

Tom, Former Business OwnerSuccessful Transition

In all the years I was in business I worked with an entire range of people. Some of very high integrity and some to whom cheating is their first nature. I really enjoyed working with those of high integrity. I must say that I don’t recall working with anyone who has higher integrity than you. You have been a true pleasure to work with and I appreciate it.

Bob, Former Business OwnerSuccessful Transition

Turning Periods of Transition into Platforms for Growth

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