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Links to Case Studies

Transitioning Ownership

A transaction is about more than money. In fact, in my experience, money is key, but not at the top of the list. Sometimes a company is ready for a turnaround. Sometimes different owners have incompatible personal objectives. Sometimes there is a need to transfer the ownership between generations. All of these case studies are about a Strategic Equity Investor helping to transition a company's ownership from a problem situation to one that is compatible.

Corporate Orphan Rescued

Here's a corporate parent that had given up on a wholly owned division. This operation just wasn't part of their core business anymore. Read about how the business was rescued.

Corporate Orphan Rescued

Transferring Ownership Between Generations

Here's a company that had been under family ownership since inception. Now, the third generation was assuming responsibility. Read about how the owners achieved a fair cash buyout for their estate, yet passed the business on to the next generation.

Transferring Ownership Between Generations

Beyond the Concrete Ceiling

Here's two owners that had reached their own "concrete ceiling". Read about how they were able to get some help from a Strategic Equity Investor to break through their own concrete ceiling and achieve their dream.

Beyond the Concrete Ceiling

Achieving Diverse Objectives

Here are two owners who had different lifestyle objectives because of their ages. Read about how they both got what they wanted from a Strategic Equity Investor.

Achieving Diverse Objectives

Getting it Right the Second Time Around

Here's an owner that had sold his business before to a "Strategic" buyer. He didn't like the results the first time. Read how he got estate liquidity and a knowledgeable patient partner to help grow the business.

Getting it Right the Second Time Around