Fractional M&A for employee-owned companies

Grow your employee-owned company through the right acquisitions.

Our thesis

ESOPs are built to acquire.

Sellers seek unique value alongside cash.

For legacy-minded founders, an offer from an employee-owned acquirer stands out as a way to secure their company's future without the risk and hassle of forming a new ESOP.

ESOP mechanics favor acquisitions.

Acquisitions offer strategic returns on investable cash, and create the scale needed to make companies more resilient in the face of repurchase obligations.

For ESOP leaders

Building a corporate development function alone is hard. We clear the way.

Fractional advisory that scales

Whether you're dipping your toes into growth through acquisition or ready to get aggressive, we can help.

Tuned to your strategic needs

Acquisitive ESOPs pursue a variety of growth strategies. We help craft and execute yours.

With you from start to finish

From defining your strategy through closing deals, we roll up our sleeves with you.

Thinking about selling?

Selling to an existing ESOP offers a straightforward path to an exit on your terms.

Reward your employees

Selling to a 100% employee-owned company makes your employees owners in the new entity.

Receive a market price

You don't have to sacrifice your exit value. ESOPs routinely acquire at fair market value.

Forget the hassle

Choosing an existing ESOP offers you the upside without baring setup costs or risks.

How it works

We're with you the whole way.

STEP 1

Strategy formation

Partner through the process of nailing down your acquisition strategy.

STEP 2

Search and screen

We leverage technology to find and assess targets that fit your strategy.

STEP 3

LOI & diligence

Sign letters of intent (LOIs) with top targets and move to diligence.

STEP 4

Close & transition

A successful close sets up a successful transition to new ownership.

Ready to talk it through?

Whether you're growing an ESOP or considering a sale — one call, no pressure.

Book a call