No two businesses are the same. We partner through three models, advisory, operating leadership, and investment, and often move through more than one over the course of a relationship.
We only work with clients where the role is clear, success is well-defined, and both sides are committed to making it work.
We work with business owners and investors who need experienced, hands-on guidance through a specific event or strategic challenge. This isn't slide-deck consulting, we roll up our sleeves and work through it with you.
Our advisory work spans exit and recapitalization readiness, governance and liquidity diagnostics, and support for PE sponsors managing underperforming or orphaned portfolio companies. We bring a CFO's analytical rigor and an operator's practical judgment to every situation.
Start a ConversationBest for: Business owners preparing for a transition, PE sponsors with portfolio challenges, or companies facing a governance or financial complexity they need outside expertise to navigate.
Best for: Businesses facing a leadership gap, growth challenge, or uncertain strategy where the team needs a capable operating executive, not a consultant.
When a business needs a seasoned executive in the seat, not a consultant or a project manager, that's where we operate. We step in as interim CEO, CFO, COO, CRO, or CXO Direct Report functional leaders - during periods of transition, growth, or challenge.
We've held these roles across industries. We don't come in to assess and recommend. We come in to run the function, stabilize the business, and build the permanent capability that outlasts our work.
In many cases, our clients are facing an inflection point, a leadership gap, a growth challenge, or an unfocused strategy that the current team recognizes they need reinforcement to address. We become a member of the team, not an outside resource. And between our partners and our extended network, we maintain a bench of seasoned functional leaders — tested operators we know personally — who can step into any role a situation requires.
Discuss Your SituationWhen we invest, it is a deliberate choice. We are control agnostic and comfortable in minority or majority positions. We are not passive capital. We take an active role in execution alongside the management team.
As an independent sponsor, we're not subject to fund deployment schedules, hold period restrictions, or the requirements that govern traditional PE. That means we can be selective, take the time to find the right sources and types of capital, and commit to long-term outcomes rather than optimizing for an exit timeline.
We focus on lower middle market businesses with $2–$10M in EBITDA, particularly those in fragmented markets where operational improvement, professionalization, and better capital structure can create meaningful value.
Discuss a SituationWithout fund-level constraints, we can be selective, move at the right pace, and structure client relationships creatively. We're not optimizing for a deployment schedule or a hold period, we're focused on finding the right opportunities and staying committed to the right outcomes. That flexibility is a genuine advantage for the businesses and partners we work with.
You've built something real and are thinking about what comes next, whether that's a transition, a growth push, or just getting better help running it. We can play almost any role you need.
You have portfolio companies that need operational help, an underperforming asset you can't quite crack, or a deal that needs a capable co-investor and operator. We've been on both sides of these situations.
You have clients with deals that need the right buyer or partner, someone with operating credibility, flexible capital, and a clean process. We work well with intermediaries and move decisively when we find the right fit.
We also work with lenders, financial institutions, CPAs, legal advisors, and other trusted participants across the M&A ecosystem.
Let's TalkThat's fine, most situations don't fit neatly into a box. Tell us about your situation and we'll figure it out together.