
Partnering with Great Operators and Business Owners
We support entrepreneurs, family offices, and strategic acquirers in acquiring, operating, and scaling small to mid-size companies in the US and Canada to their fullest potential.
Operator-Led Acquisitions
THESIS-DRIVEN
We partner with capital providers, strategic acquirers, and operators who have deep expertise or unique insights into industries, resulting in a highly targeted acquisition search.
DIRECT
With a proven track record and a history of supporting successful deals across diverse industries, we quickly review all deals based on what's important to acquirers and drive towards a quick yes/no.
STEWARDSHIP
We partner with firms who help ensure a smooth transition of the businesses they acquire. We believe in building on the owner's legacy with a commitment to continued growth of the business and team.
INTEGRITY
We “do the right thing” over the easy thing, and invest time and effort into building trust in every relationship. We are careful stewards of sensitive information. Our success is based on confidentiality and competence.
For Business Owners
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Our streamlined process starts with initial meetings to determine fit. We spend significant time with management to understand the business and industry, working in conjuction to map out opportunities and challenges.
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Due diligence is focused on building a strong relationship with management and ensuring our value creation strategy can work in conjunction with the existing team.
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After close, we work with management teams to build systems and hiring to unlock the next phase of growth. Often, this may lead to new technology adoption, improved operations, and tailored growth in key products and services.
Our goal is to ensure your business thrives while maintaining its core values and identity.
Understanding the Business
Due Diligence
Value Creation and Growth
Leadership You Can Trust


Our Offices
Houston (HQ)
24 Greenway PlazaSuite 1800
Houston, TX 77046
New Orleans
1100 Poydras StreetSuite 2945
New Orleans, LA 70163