How we partner - SuccessionFund

We have been investing in private company transactions for more than 25 years.
We complete share purchase transactions with discretion, committed capital and speed.
Throughout our careers, we have been actively engaged with our owner-manager partners.
We pursue the shared objective of building great businesses.
Business founders work with us – not for us – which leads to strong alignment and value creation.
There is no reason why shareholders in closely held businesses should suffer through dysfunctional business relationships or continue with shareholders that have different views on strategy and execution.
We build new private company partnerships based on our Alignment Agreement and Stepped Process.

The first step will be to develop a 100-day action plan, which will lead to the joint preparation of a strategic business plan.
We work with you to build a team that will grow value.
Our shared objective is to build a great business that can be sold within a time frame agreeable to both partners for a winning return.

The owner-manager has a significant stake in the company.
The owner-manager is seeking a new partner.
The enterprise has a value of $5M-$25M and sales of $10M-$50M.
The business is in the manufacturing, technology, distribution or service sector.
The business is profitable and has been operating for at least three years.
The company can either self-finance or obtain third-party financing.
We only buy shares that are priced and are for sale.