Operational · Growth · Transformative

Partners at the
Business
Inflection Point

We work shoulder-to-shoulder with business owners, investors, and management teams to unlock value, through hands-on execution, not advice from the sidelines.

35+
Years Each Building, Scaling & Exiting Businesses
150+
Companies Owned, Operated and Advised
$2$10M
Target EBITDA Range
3
Core Relationship Models
7
Value Creation Themes
Who We Are

Operators first.
Advisors when needed.
Investors when appropriate.
Partners always.

3BG Strategic Partners is an operating and advisory firm — and where the right opportunity aligns, an investment partner. We were founded by operators with decades of real-seat experience, not bankers or consultants, which means we understand what it actually takes to run a business through complexity, transition, and growth.

We operate across three modes depending on what a situation calls for: strategic advisory, interim operating leadership, or equity investment where the situation warrants it. In many relationships, we move through all three over time.

More About 3BG

"We don't just advise from the sidelines, we take a seat at the table, align our compensation to outcomes, and execute."

Patience No forced timelines, but always with an appropriate sense of urgency.
Stewardship Durable outcomes over short-term optics.
Optionality Flexible structures aligned to the situation.
Alignment All relationships are compensated based on meeting aligned deliverables.
How We Engage

Three ways to work together

Many engagements begin as one and evolve into another, or run in combination from the start.

We tailor the relationship to what the business actually needs, not what fits our model.

💼

Strategic Advisors

Exit and recapitalization readiness, governance diagnostics, liquidity planning, and support for PE sponsors with underperforming or orphaned portfolio companies.

Learn More
⚙️

Interim Leadership

Hands-on CXO coverage during periods of transition, growth, or distress, real executives in the seat, not project managers.

Learn More
🤝

Investment Partnership

We are control agnostic. We bring the right form of capital to meet the need. We work alongside our partners and take an active role in execution.

Learn More
Our Framework

The 3BG Value Creation Framework

Financial performance is an outcome, not a starting point. We build value by improving the six themes that actually move the needle.

Operational Excellence Client Intimacy Human Capital Data, Systems & Visibility Addressable Market Adaptation Financing Strategies
01
Operational Excellence

Building scalable, disciplined operations that don't depend on heroics to function.

02
Client Intimacy

Deep understanding of what customers actually value, and making sure the business delivers it consistently.

03
Human Capital

Leadership depth, clear accountability, and incentives that attract and keep the right people.

04
Data, Systems & Visibility

Decision-ready information available in real time, not spreadsheets assembled after the fact.

05
Addressable Market

Clarity on market size, benchmarks, competitive structure, and whether the business is positioned for what's coming.

06
Adaptation

Building the capacity to evolve, capturing new opportunities and responding to challenges before they become crises.

07
Financing Strategies

Aligning capital structure, debt capacity, and financing timing to support the business's operating strategy and ownership objectives.

Target Profile

The businesses we look for

  • Founder, family, or investor-owned businesses
  • EBITDA between $2–$10M
  • Fragmented, stable to modest-growth markets
  • Strong products constrained by execution, not demand
  • Opportunities to professionalize operations, finance, or go-to-market
  • Businesses at an ownership or leadership inflection point
Where We Focus

Businesses that have plateaued, not failed

We see opportunity in fragmented, stable-to-modest-growth markets where businesses have stalled due to scale, complexity, or ownership transition, not lack of demand. The product works. The customers are there. The business just needs someone willing to roll up their sleeves and fix what's in the way.

We bring relevant operating experience across Manufacturing & Logistics, Business Services, SaaS & FinTech, Real Estate, and Food Services.

Ready to explore a partnership?

Whether you're a business owner or founder thinking about the next chapter, a PE sponsor with a portfolio challenge, or an intermediary with a situation that needs the right partner, we'd like to hear from you.