Our acquisition process is designed to be straightforward and respectful of your time. Unlike traditional private equity with months of invasive due diligence and complex deal structures, we focus on building genuine partnership through honest conversation and efficient execution.
We're not looking to merge your company into a platform or cut costs to boost short-term returns. Our goal is to invest in what you've built—expanding your team, growing your market presence, and scaling the business thoughtfully. We believe the best outcomes come from building on existing strengths, not dismantling what works.
Here's how we work together to create a smooth transition focused on sustainable growth.
Our Approach
Timeline: From First Call to Partnership
Our entire process is designed to move efficiently while giving you time to feel confident in your decision. Here's what to expect over approximately 6-8 weeks:
Week 1-2: Getting to Know Each Other Initial conversations, office visit, meeting your team and key customers Letter of Intent based on mutual fit and shared vision
Week 3-5: Due Diligence & Documentation
Financial review, operational assessment, customer/supplier discussions Legal documentation and financing arrangements
Week 6-8: Finalizing Partnership Final negotiations, closing preparation, transition planning Completed transaction and beginning of our partnership
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We start with honest conversations to ensure mutual interest and genuine connection. When we find the right partnership, we move forward with a Letter of Intent structured to benefit everyone.
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Our due diligence is comprehensive but streamlined—much faster and less invasive than traditional private equity. We focus on understanding your business while respecting your time and confidentiality.
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We transition the business to David's leadership at a pace that works for you. Whether you step away completely, pursue new adventures, or stay involved, we're flexible and committed to a seamless handoff.