“I have known Ulrik since 2005 when I introduced him to the opportunity to acquire Norm Thompson Outfitters and we closed the deal in less than 45 days. Since then Ulrik has always proven to be very trustworthy and upfront, and I hope that we get to work together on an deal again in the future.”
— KENDRIK E. PACKER, FINANCIAL ADVISORY PARTNERS, LLC

INTERMEDIARIES love to work with us as our incentives are ALWAYS FULLY aligned

WE WANT TO GET THE DEAL DONE AS MUCH AS YOU DO

  • Like you and your client we only get paid when the deal is done so we won''t waste your time kicking tires and analyzing stuff that doesn't matter
  • We are operators at heart and we want to get busy operating a company as opposed to looking for one to acquire

WE OFFER COMPELLING ECONOMICS FOR BUY-SIDE DEAL SOURCES

  • We will gladly pay industry leading fees to compensate intermediaries for referrals of closed proprietary investments
  • We clarify relationships through written fee agreements
  • We selectively do retained engagements and/or blanket

WE ARE EXPERIENCED BUYERS THAT KNOW HOW TO GET DEALS DONE

  • We have personally closed over 10 transactions totaling more than $1.2 billion
  • We have strong lender relationships and have never failed to close transaction due to an inability to finance the transaction
  • We dedicate resources to close on a timely basis and have access to an extended network of deal professionals if more resources are needed

OUR ENTREPRENEURIAL APPROACH MAKES US SEE OPPORTUNITY WHERE OTHERS DON'T

  • We know how to operate in situations that are not “packaged” for sale
  • We are able to complete due diligence with limited information
  • We are experienced with unique situations that arise with family and entrepreneur owned businesses
  • We are not afraid of resurrecting "busted auctions" as long as the sellers' valuation expectations are realistic
  • We have a history of engaging in non-traditional processes in industries that are temporarily out of favor or nascent in their development

WE CAN CREATIVELY STRUCTURE A DEAL TO MEET YOUR CLIENT'S UNIQUE NEEDS

Our structure and managerial focus allow us to tailor deals to match the sellers' needs with regards to:

  • Tax and estate planning
  • Treatment of company real estate
  • The owners' desired level of involvement post-sale (Unlike conventional private equity firms, we are open to owners that want to retire as well as those that want to continue to stay involved in a managerial or advisory capacity)

We EXPEDITIOUSLY complete investments 

  • We understand that the due diligence process can be extremely disruptive to a business during a sale process. Our experience in acquiring and running businesses allows us to focus our diligence on the issues that matter most and leverage existing systems and company documents as much as possible
  • Our managing partner makes all the decisions and we thus don't need to waste your time having multiple partners come meet you, the seller and the team
  • Since we will personally operate the business we buy we don't have to first find a new management team and get them up to speed
  • We reduce deal risk by using less debt than traditional private equity firms - less leverage means easier and faster underwriting

WE ARE RESPONSIVE AND UPFRONT ABOUT OUR LEVEL OF INTERESTS 

  • We respond to all inquiries within 2 business days
  • We are always upfront and clear about our level of interest in a prospective transaction

WE GUARANTEE STRICT CONFIDENTIALITY

  • We understand the sensitivity surrounding employees, customers, and the greater community and will conduct a quick and confidential diligence process that minimally affects your client’s business.  
  • If a deal does not work out, we will promptly destroy or return any confidential company information.