For Business Owners

You built something great - we are here to continue that legacy

Backed by experienced operators who share our mission, we’re two entrepreneurs committed to preserving your company’s culture, protecting and investing in your employees, and building on your success.

Others buy to sell—we buy to build

With permanent capital, we don’t have to take shortcuts or chase quick wins. When we buy a business, we intend to be its final owner-so when we invest in people, operations, and growth, we think about the payback in decades, not years.

Strong cultures create strong business

By putting people first—employees, customers, and partners—we build companies that attract the best talent, deliver outstanding service, and grow in a way that allows the business to invest in its people and communities, benefiting everyone.

Our difference and promise to you

Our goal is to carry forward the legacy you’ve built, strengthen the team that made it possible, and ensure the business continues to thrive for years to come

One: We will protect your legacy

Our mission is to grow your business and elevate its brand. We strive to be your successors, ensuring you can continue to feel proud of what you’ve built

Two: We offer flexibility

Whether you're seeking a full exit or prefer staying involved as a co-investor, we can customize the process to match your preferences and journey alongside us

Three: We handle the day-to-day

We step in with a hands-on approach, taking over management responsibilities with a dedicated leadership team, allowing you to confidently transition and focus on what’s next for you

Four: We are people-focused

Our goal is to maintain and support the talented team you’ve nurtured over the years, while upholding the company culture you’ve worked so hard to build

Five: We maintain a long-term vision

We are not a large institutional buyer—we take a hands-on, focused approach to each business we acquire, ensuring long-term success and sustainable growth

Six: We’re driven by a growth mindset

Our strength lies in our ability to collaborate effectively and lead with optimism. We believe that great partnerships lead to great results, and we’re committed to fostering an environment of growth and progress

Our Process

We provide a customized, adaptable process focused on delivering a positive result for all stakeholders

    • Introductory discussion to establish rapport and explore mutual interests

    • To gain insights into the business, its current ownership structure, and any potential challenges

    • To present the background of Allie and Andrew and the investment team

    • If both parties feel comfortable moving forward, our team will sign an NDA to securely receive further details about the business

    • Conduct an initial assessment of the business based on shared data

    • Review key growth opportunities, industry trends, and market positioning

    • To evaluate the current team, supplier relationships, and major customers

    • Execute a Letter of Intent (LOI).

    • Finalize a preliminary valuation of the business

    • Agree on a roadmap and timeline for completing the transaction and transition phases

    • Carry out a comprehensive due diligence process, including — but not limited to — financial, legal, and operational aspects

    • Dive deeper into the business’s operations and financial health

    • Formulate a detailed plan for the business’s future development

    • Formalize the agreements and finalize documentation

    • Officially transfer ownership of the business.

    • Release the agreed-upon funds to the sellers, marking the close of the transaction