Investment Services

Unsure if you need or want additional capital? 

Whenver you are seeking a new round of financing, getting ready for an M&A event, IPO or developing a succession plan, it's good to take a step back and has the hard questions. Is this really the right time to accelerate? And, will I get the best return on investment by giving up equity at today's dollars?  Our Investment Services will help you make a good decision.   

We’re not a typical Venture Capital or Private Equity firm. We don’t believe in the ‘one phase commit’ model that that maximizes the capital raise for a big launch and fails nine times out of ten. We also don’t believe in separating investment capital and intellectual capital. We want to ‘work’ as a partner in every one of our clients business. Our process is simple but effective.  We'll:

• Start with a Reality Assessment that builds a common baseline for valuation.
• Develop alignment around an acceleration plan to improve the health of your business:
  • Path to Profitability
  • Narrow the Focus
  • Build a Growth Strategy
  • Exit Gameplan
• Identify the Capital Investment required to fuel the next step (if any). 
• Deploy our management services to refine growth & consolidation strategy.
• Collaboratively develop the business with you.  

This approach combines the roles of advisor, consultant and investor into a consolidated solution. Collaboration and partnership are the key foundations. For small business owners interested in a more robust catalyst and shared ownership, our approach is for you. For those interested in filling out a round, we’re happy to recommend many quality partners who invest in that model.

Maximizing the value of YOUR business is our only priority.