FUTURE MEETS LEGACY

Investing in companies poised for future growth while preserving deep-rooted legacy.

Building great companies, together.

Together is such an important part of our purpose

people are the most important part

For us, it’s about more than the financial success of our companies. It’s about succeeding with good people. We partner with our operators to build the companies we acquire and take them to the next level. It’s not just about the operators. It is also about each employee at our companies.

We believe that building great companies together gives us all the opportunity to develop meaningful relationships, take on challenges with the support of a team, grow as individuals and as organizations, and create significant, lasting value. Not to mention, we think it’s a whole lot of fun.

Meet our team

To put it simply, we invest in profitable, founder-led, business-to-business companies

We focus on long-term value creation with no intent to sell

Commitment of Permanent Capital

We’re committed to the success of our companies, not short-term returns. We invest long-term, permanent capital and have no intention or requirement to sell. As a family office without limited partners, we have flexibility when it comes to deal structure, and we have no need for an exit.

Seamless Founder Transitions

As transition experts, it’s our priority to identify a well-vetted and talented operator to lead the business. Additionally, we provide the support services required for the deal to close and the work to start. We are hands-on to ensure the business doesn’t miss a beat as the founder transitions out.

New Growth Rooted in Legacy

We take immediate action toward growing the business using the existing legacy as a strong foundation. Our goal is not to maintain the businesses we invest in, but rather create immediate momentum that protects and enhances the founder’s reputation.

Is your company a fit?

We invest in companies that energize us and add value to the world. Whether mission-driven, intellectually stimulating, essential service or just plain fun, we want to work with companies that energize us.

NProfitable

NFounder-led

NTransact business-to-business

NPoised for growth

NEBITDA between $1,000,000 and $5,000,000

NOwner is seeking an exit

Introduce yourself

Our guiding principles

We believe…

People Are Paramount

We’re in business to create a positive impact on people. We support our team members through encouragement, compassion and empathy – understanding that great people make great companies. To us, people are more important than companies and relationships mean everything.

Ownership enables choice

We believe ownership creates personal sovereignty, which in-turn creates the freedom to pursue the life we choose. We support and encourage the exploration of individual and business goals, using purpose and values to drive decision making. With the freedom to choose comes the ability to thrive.

Growth creates opportunity

We recognize that in order for people to grow, companies must grow. That’s why we invest and reinvest in our companies and leaders, enabling them to evolve, adapt and create change. As we grow, we create more opportunity - ultimately creating better lives for others.

Legacy lives on

We see legacy as what we leave for future generations: the stories, the lives, the lessons - enhanced by great companies. Patience, persistence and a long-term perspective help us keep pace as we build upon solid foundations. At the end of the day, it’s legacy, not profits, that we’ll be remembered for.