Family Succession: Funding one generation of family management in buying ownership from the senior generation. Selling shareholders can achieve liquidity and estate planning objectives while ensuring that the identity and culture of the family business remains intact.

Owner Recapitalization: Helping owners/managers achieve personal liquidity without sacrificing operating control of the company. By introducing a financial partner, the owners/managers achieve significant liquidity while still retaining a large equity position going forward. They gain a financial partner to assist them on issues of strategic importance, without interfering with the day-to-day business operations.

Management Buy-Ins: Investor joins incumbent managers in the acquisition of their company. Sellers receive a fair cash price, while managers receive a generous equity stake in the conservatively capitalized company and retain daily operating control. Managers gain a well funded, knowledgeable partner to help them grow the business.