How We Partner
We invest in businesses led by quality people, striving to be the trusted partner of choice.
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Majority Investments in Small Businesses
Long-term buy and hold investments.
We partner with owners seeking a full or majority sale, often during a leadership transition. Our approach is collaborative, with a focus on preserving legacy, growing sustainably, and supporting new or existing management teams.
Example Situations: retiring owner, partnerships, seeking freedom to focus on other priorities
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Minority Investments in Small Businesses
Supportive capital without giving up control.
We provide flexible, minority equity investments to help business owners fund growth, recapitalize, or take chips off the table. All while maintaining control and direction of their businesses.
Example Situations: owner wants to take some chips off the table, partnerships, seeking business support
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Investments in the Next Generation of Business Owners
Backing entrepreneurial operators from search to scale.
We partner with operators by offering patient and long-term capital and support throughout the acquisition and beyond.
Example Situations: searchers, independent sponsors, intergenerational family ownership changes
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Case Study -
Matrix Accounting Partners
Matrix Accounting Partners is creating a network of small-to-medium sized accounting practices. The platform aims to provide big firm resources for areas such as succession planning, technology, human resources, business development, marketing, and analytics, so accounting professionals can focus on what they do best.
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