Our Difference

We provide entrepreneurs and business owners with a unique opportunity that is unlike other more traditional exit options. We offer a compelling combination of capital and financial flexibility to ensure the continued success of the companies we acquire.

Commitment

We understand that good businesses are the result of hard work and commitment. Our day-to-day involvement following an acquisition demonstrates our commitment and dedication to your company’s continued success.

Legacy Matters

We are long-term investors and value operational continuity, stable employee relations and the unique culture that every company develops. We will work to ensure that this culture endures post-transaction.

Confidence

We recognize the emotions involved in deciding to sell your business. We will work with you on a strictly confidential basis to structure transactions that enable you to achieve your objectives.

Our Approach

Our process will proceed discreetly and efficiently, creating minimal disruption to daily operations. We recognize that a lengthy diligence process puts unnecessary stress on the business, and we will work to complete the acquisition within an agreed upon time-frame. You can trust that we will adhere to strict confidentiality standards throughout the process. We will move things along as quickly as needed to ensure a successful deal, but slowly enough to ensure correct decisions are made when it matters most.

(Slide to view table)

Establish Fit Business Review Due Dilligence Documentation & Close
Determine fit between Bluegrass Equity investment criteria and owner’s objectives Evaluate target company (operations, financial performance, market, industry) Detailed review of customers, financials, legal and tax

Develop ownership transition plan

Develop legal and tax documents

Prepare organization for change of ownership

Business Owner Outcomes Comfortable with Bluegrass Equity team, approach and general goals Fully aligned with plans for the future of the business and our respective roles Satisfied with deal terms and ongoing roles

On board with approach to key stakeholders: employees, management, customers and suppliers

Liquidity achieved; owner possibly retains stake in ongoing business if desired
Build the Relationship Letter-of-Intent Agreement Final Transaction