The Courtney Group, Incorporated is a private investment firm with a focus on business services, chemical, consumer, distribution, financial services, healthcare, manufacturing, and technology. We have invested in 27 companies since 1999. We are different from some other buyers in that (1) we are flexible about the size of our investment -- from $1 million to $200 million in equity, and (2) that we can own a business for 20 years or more.We seek control and non-control equity investments in businesses with EBITDA of $2 million to $50 million. We often acquire businesses from founders seeking…
Teamshares is one of America’s largest buyers of small businesses from retiring business owners. Since our inception in 2019, we've purchased over 95 transactions closed across 32 states and 40+ industries, along with committed capital to close 100 more transactions this year.
Tide Rock is a holding company that acquires a controlling interest in differentiated business-to-business companies in the lower middle market ($2-10M EBITDA for platforms). The firm is managed by experienced operators and finance professionals who have scaled businesses in various industries.We approach investment with a long-term perspective and with the goal of growing earnings while making regular distributions to all stakeholders.In partnering with Tide Rock, companies gain access, as needed, to our shared back-office team, which includes outsourced accounting & finance, talent…
We are looking for small and medium businesses with exceptionally big moats. The world of business is intensely competitive whether you are large or small, and we are not interested in competing on the basis of lowest price. We are looking for businesses that are the absolute best at what they do and make their customers extremely happy. This will typically be indicated by organic sales growth, little to no spending on sales & marketing, and relatively high margins.The more specific your niche, the more excited we are. The longer you have built your brand and/or reputation, the stronger base…
SummaryEmpowered Ventures is an employee-owned diversified holding company. We seek to acquire successful lower middle market companies led by a selling owner who cares deeply about their employees and the future for the business. All the employees join our employee ownership program as part of the transaction.About UsEmpowered Ventures buys closely held businesses with track records of success. We invest long term without any intention of selling. Employees join our ownership program, accruing value over time based on the combined performance of our operating companies.Empowered Ventures was…
Bristlecone Companies partners with entrepreneurs who care deeply about their teams, customers, and legacy. We provide a permanent home for enduring businesses in niche markets and empower them to realize their full potential.
Shaker Valley Capital Partners LLC is a Boston based investment firm focused on acquiring small middle market business. We are not a fund and no planned exit strategy. Investments are made with infinite holding periods in mind. Acquisition capital is secured. There is no capital raising risk. All deals structured with little leverage. We want all decisions made with the long-term health of the business as the only priority. We intend to take advantage of industry volatility. We prefer to buy healthy businesses and then overlay a sensible growth strategy. Each…
Private investment firm focused on family-built companies with durable value propositions, strong leadership, and ambition for the future. Our operating philosophy is oriented around long-term sustainability and success, not short-term scale. We invest with no near-term intention of selling and believe that through true partnership we can provide lasting impact for founders, management, and employees. We understand that People and Culture are the secrets to any business' success and so hold deeply the responsibility to continue the legacy that a founder has built.Principals have extensive…
Guided by our purpose of nurturing well-being to enhance life, motivated by our endless curiosity, and knowing we live in a world full of opportunities, we are here to make a difference. Because we believe in ideas inspired by our higher purpose, we believe in knowledge, technology, innovation, and life sciences, we believe in making meaningful connections, we believe in taking wise risks and discovering new and better ways to make things happen. We believe in the transformative power of teamwork. Because we are listeners, thinkers, and doers, we are infinitely curious, explorers and…
We're looking to acquire family-owned, well established businesses with $500k to $3mio of EBITDA. Our focus is to invest in profitable companies that have been in business for several years, have an established customer base, don't require significant effort or a large team to operate, and have good margins. We’re initially self funded, but with the objective to partner with investors on multiple acquitions and building a $100mio Holding company in 10 years.
Founded in 1985, The Anderson Group is an operationally-oriented private equity firm focused on acquiring control positions in middle market companies. Senior professionals at Anderson each have between twenty and thirty years of operational experience in various businesses and industries. Anderson seeks to pursue those transactions where our operational and strategic insights can be leveraged to create significant capital appreciation. Investing our own committed capital for over twenty-five years, The Anderson Group is not burdened with a rigid, short-term return focus and has the freedom…
RAF was founded in 1979, with an executive team whose average tenure is greater than 20 years with the firm. Since inception, our focus has been on partnering with strong founders and/or management teams that present a unique vision and strong values. Our small group of value-added in investors, have a permanent commitment to our enterprise. All of our equity capital is fully recyclable.We have a long-term vision and have held a number of our portfolio companies for 10+ years. Our company structure eliminates the need for short-term realization due to liquidity requirements. Our financing is…
Davenport Capital Management, LLC (“DCM”) is a private advisory and investment firm focused on advising, acquiring, managing and growing privately-held businesses. DCM partners with profitable companies that possess a strong industry presence, or a defensible niche position, and are poised to benefit from growth through capital investments, operational efficiencies and/or add-on acquisitions. DCM maintains a cohesive, multi-faceted team with deep operational and finance experience coupled with meaningful industry relationships. The team reflects a differentiated combination of skill-sets…
Western Capital Resources (WCR) is a publicly traded holding company based in Omaha, Nebraska. WCR is focused on growing through the acquisition of established lower middle market businesses with up to $100 million in sales. WCR is industry agnostic and targets leaders in niche industries or geographies as well as opportunistic purchases of businesses that WCR can improve operationally. WCR has a particular interest in situations involving companies facing succession dilemmas, corporate divestitures and businesses in out-of-favor industries. Current holdings include companies in the…
CGC is a privately‐owned global investor, owner and operator of companies with more than 200 years of history across the food and agribusiness spectrum. We create long‐term value by applying deep industry knowledge, capital and talent to businesses ranging from established market leaders to promising innovators.We focus on building platforms that leverage our strategic expertise in food production, processing, and distribution, supporting strong management teams.We bring a long‐term ownership mindset, focusing on investment and operating plans that create long‐lasting value and a…
PE Management Group is a holding company firm focused on small to medium-sized acquisitions. We partner with exceptional companies seeking the next stage of growth. Post-acquisition, we work closely with our portfolio companies to drive measurable value for all stakeholders.
Samsara Management is a Miami-based alternative asset management firm that invests in small and mid-sized companies, in the United States and Japan, through leveraged buyouts, recapitalizations and growth equity investments. The company invests in a wide variety of industries and sectors that include real estate as well as educational services, retail, advertising, and recreational vehicles. Samsara has an investment strategy that is both prudent yet dynamic and works in close collaboration with the management team to develop significant operational and growth strategies.
Rhodes Companies stands apart with its unique approach, prioritizing meaningful impact and authentic connections over industry buzzwords and superficial practices. The firm's actions are guided by a commitment to authenticity and humility to create an enduring legacy that transcends conventional metrics. The goal is to leave a positive imprint on individuals, communities, and the world.Why Partner with Rhodes?Rhodes Companies' approach is deeply rooted in an entrepreneurial heritage, which enables the firm to spot and execute operational efficiencies, enhance marketing strategies, and propel…
Brightleaf Holdings is a holding company that partners with founders, management teams and family-owned companies. Through our unique holding company model, we acquire great companies, grow them sustainably, and reinvest the earnings they generate. We invest planning to be long-term owners without the intention to sell.As experienced business builders, we take a hands-on approach to creating value in each company. We are guided by our people-first approach and have a dual mission to ensure both our companies and people thrive.Brightleaf Holdings’ current portfolio consists of five companies…
OverviewSunridge Partners is a private principal investor focused on food, beverage, agribusiness, and related sectors. We partner with exceptional companies to guide them through rapid yet sustainable growth to become clear leaders. Sunridge has significant sectoral strategic, operational, development, and financial expertise from nearly 15 years of deploying capital across the value chain. Our flexible model allows us to provide patient capital, deep industry expertise and relationships, and a hands-on approach to achieving outsized returns for all stakeholders. Investment…
