Description
Nationally recognized boutique investment firm headquartered in Haddonfield, New Jersey, that specializes in guiding small to middle-market businesses through transitions of control and financing.
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Active Investment & Buyout: The firm focuses exclusively on companies where it can take full operational control.
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Early-Stage through Private Equity: While they specialize in middle-market transitions, their strategy includes Seed funding, convertible notes, and early-stage venture capital for private equity opportunities.
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Limited Portfolio: They intentionally limit active investments to a maximum of five companies at any one time to ensure deep operational involvement.
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Direct Inquiry: Entrepreneurs can initiate the process by reaching out via email at [email protected].
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Requirements: Applicants must prepare a comprehensive business plan detailing their value proposition, market opportunity, financial projections, and team background.
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Appointment Only: Consultations are scheduled by appointment only through the website's contact form.