More Than Financial Sponsors
Investing in Our Partners
As a partner, we provide a back office platform, services which complement our portfolio companies' existing service offering, sales & marketing solutions tailored to accounting firms, up front liquidity, and equity incentives for entrepreneurs that manage their own practice. We assist our partners with their operations and provide resources, all while they maintain operational autonomy.
Diversify Your Equity Ownership
Gain Equity in Multiple Practices
When we invest, we offer our partners a mix of up front cash and equity in our fund, which consists of multiple accounting practices. This provides our partners with the ability to diversify their equity holdings and grow their asset value as we acquire more firms.
Grow With Purpose
Expand Your Firm's Valuation
As we help our partners grow their practices, we focus on characteristics that improve valuation metrics, such as a growing bottom line and increasing recurring revenue.