Strategic Succession for America’s Enduring Businesses
When it’s time to pass the torch, don’t leave your legacy to chance
Our team’s work has been featured in…
we integrate elite operators into the fabric of your business
while providing the capital, expertise and insights needed to win
Our Approach
"Resilience is not something you download. It’s something you build — through real challenges, real growth, and real life."
— Jonathan Haidt, The Anxious Generation
business & leadership assessment
We dive deep into operations, financials, leadership, and culture to identify what’s working, what’s fragile, and what needs to evolve.
operator-led transitions
We place vetted, entrepreneurial leaders — often veterans or MBAs — into key operational roles with support, training, and trust.
leadership coaching and advisory
Our operators receive ongoing coaching, performance support, and cultural guidance to grow into the leadership your business needs next.
caring, patient capital
Whether the goal is a full acquisition, a gradual earn-out, or a hybrid approach, we align incentives for long-term stewardship and success.
Thoughtful Succession Planning
We work with founders before it’s urgent, ensuring the transition is proactive, values-aligned, and built around continuity, not chaos.
ai-enablement and optimization
We help modernize legacy businesses by integrating practical AI tools and automation where they matter most — streamlining operations, enhancing decision-making, and unlocking efficiencies.
Expert in Residence:
David Teece
Founder & Executive Chairman, Berkeley Research Group, LLC
“One of the world’s top fifty business intellectuals” - Accenture
David J. Teece is a serial entrepreneur, Distinguished Scholar of Strategy and Innovation at the University of South Florida, and Professor of the Graduate School at the University of California, Berkeley. He is the author of over thirty books and two hundred scholarly papers and co-editor of the Palgrave Encyclopedia of Strategic Management. Dr. Teece has received nine honorary doctorates and has been recognized by Royal Honors.
"I spent 30 years building this business, and I wasn’t eager to hand it off at first. [Succession] brought in a leader I respect and who shares my values. It’s a weight off, to say the least.
— Founder, Industrial Services Company
"They didn’t just drop me into a business and hope for the best. They gave me a runway, coaching, and a playbook to lead with confidence. I went from active duty to CEO in three years."
— Placed Operator & CEO, Specialty Distribution Firm
