Capital and Partner Advisory

We help owners understand and evaluate potential capital partners such as family offices, long hold buyers, and strategic acquirers. Our work focuses on clarity, alignment, and fit so you can choose a partner who supports the future of the business rather than simply completing a transaction.
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Finding the right partner for the next chapter

How we help owners evaluate capital partners

Not every owner wants a full sale. Many are looking for a capital partner who understands their values, supports the long term vision, and aligns with the goals of the business. We help you assess different types of partners, understand how they operate, and evaluate what a partnership could mean for you, your team, and the future of the company.

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Our work brings clarity to the differences between family offices, long hold buyers, strategic acquirers, and private buyers. We look at incentives, time horizons, expectations, and cultural fit so you can make informed decisions. The result is a thoughtful and steady process that helps you choose not only who can invest in the business but who should be part of its future.

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They helped me compare different types of partners and choose the one that actually aligned with our vision. It changed the entire direction of the transition.
Owner, confidential manufacturing company
Built for owners who value alignment

What our Capital and Partner Advisory includes

We help owners move through partner conversations with clarity and confidence. Our work focuses on understanding what you want from a partner and guiding you through a process that brings the right groups to the table.

  • Clarify partnership goals

    We begin by understanding what you want from a partner including values, time horizon, level of involvement, and long term expectations.

  • Identify aligned partner types

    We help you understand the differences between family offices, strategics, and private investors so you can focus on the groups that match your priorities.

  • Engage and evaluate potential partners

    We support early conversations, manage outreach, and help compare partners based on fit, incentives, and their approach to ownership.

  • Support through structure and terms

    We help you understand common partner structures, expectations, and frameworks so you can choose a partner whose goals align with your own.

What you can expect

A clear understanding of your options and the partners who fit them.
Includes:
  • Partner goals and expectations review
  • Comparison of buyer and investor types
  • Introductions to aligned capital partners
  • Support during early conversations and evaluation
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Frequently asked questions.

If you have any further questions don't hesitate to reach out to us, we're always on hand to help.

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Do you introduce us directly to family offices?

Yes, when there is alignment. We focus on partner fit, not volume, and introduce owners only to groups that match their goals and long term vision.

Do I need to be ready for a sale to explore partners?

No. Many owners begin by learning how different partner types work. These conversations often shape future planning even if you are not ready to move forward.

How is this different from sell side advisory?

Capital and Partner Advisory focuses on evaluating and engaging with aligned partners. Sell side advisory is a full process built around preparing and completing a sale.

What if I do not choose a partner after the process?

That is completely fine. The clarity gained still helps you understand your options and prepare for future opportunities.

Do you help with deal terms or structure?

We help you understand common structures and expectations so you can make informed decisions. We do not replace legal or tax advisors but coordinate with them when needed.