Professional Services​

SME Transitions

Whether your clients are preparing for retirement or navigating changing circumstances, we provide tailored solutions that help them transition from their businesses with confidence. Our approach goes beyond providing capital. We focus on preserving the value of their life’s work and ensuring a smooth, thoughtful handover. We work closely with you to create a clear strategic plan that reflects each client’s unique goals and legacy. We collaborate closely with you to develop a seamless, strategic plan aligned with your client’s unique goals and legacy.

Option with a Difference

To help your clients successfully transition their businesses

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Why Choose Us?

Once size doesn't fit all

We understand that SME owners can have a wide range of needs or preferences.

After a lifetime of work, letting go can be difficult. We offer flexible options, whether it’s a full or gradual transition, working with owners to find the right path forward for them and their business.

After a lifetime of dedication and effort, legacy often carries a deeper meaning than most anticipate. We take the time to understand what truly matters to our partners, and align our investments to honour those priorities.

SME businesses are frequently a family affair. We expect to see deep and important relationships in the businesses we invest in.  We are experienced at working through the needs and nuances of these critical human connections.

Owners frequently want to stay involved in a variety of capacities. This can include:

•⁠ ⁠Board and directorships
•⁠ Working on product design and innovation
•⁠ ⁠Maintaining relationships with clients and partners

Many owners who transition find new and meaningful ways to stay involved, remaining engaged, energised, and stimulated as they help grow their business through its next chapter with us