About
Purpose
Our goal is to partner with owners and ensure a successful succession plan for their thriving business. We invest in existing businesses to ensure they continue to grow and are a place of pride for those who work there. We believe an owner's legacy extends even after they sell their business.
Philosophy
Believe in the power of 'and.'
Businesses can invest in their people and be profitable. Businesses can be principled and still grow.
Companies that provide employees with the support and opportunity to be creative and think critically generate good will and enhance the success of the business.
Background
We have industry experience in: financial services, retail, technology, operations, and education.
We've leveraged frameworks such as Agile, Lean Six Sigma, and Project Management to improve performance at Fortune 50 companies, start-ups, and manufacturing organizations.