Our experience is that business owners seeking transitions have often built strong core management teams, but the business strategy and financial leadership of the company have remained with the business owner.

In these situations, although the management team can take responsibility for the full commercial operations (sales and service/product delivery), they are unable to take responsibility for the company performance over the long run including strategy design and financial leadership. Our active approach to participating in the strategic and financial leadership of our group companies fits well in these situations.

We transcend the conventional roles of a private equity fund or a passive financial investor. Our engagement goes beyond mere financial backing; we immerse ourselves in the strategic evolution and fiscal stewardship of our group enterprises. Actively championing the advancement of our Operating Executives and Management Teams, we proactively foster their growth and development.

The support we provide is tailored to the specific needs of the transitioning company, the exiting business owner and the management team in place, but often involves:

  • Proactive leadership and facilitation of business strategy design
  • Facilitation of practical strategic alignment tools, which enable clear alignment from the owners, through the senior executives, the management team and staff
  • CFO financial leadership across financial reporting, financial controls, business performance management, banking relationship management, and insurance program management
  • Proactive leadership development of the executives, managers and key staff driving the future results of the company
  • Special projects support or leadership for initiatives targeting growth, people development, financial or administrative management, or new strategic programs