Profile for Direct Equity Investment
Owner-managers of small to medium-sized,
privately-held businesses with established operating
histories, positive cash flows, and financially attractive
Signs That Your Company Is A Candidate
for Direct Private Equity Investment
- You are an owner-manager with a significant
portion of your personal wealth invested in your business.
- You want to sell your closely-held
business and either retire or move on to a new challenge.
- You have an opportunity to grow your
company, either through acquisition, capital expenditure,
or establishing new distribution avenues for your
- You want to finance this growth by
bringing in an equity partner to share some of the
risk - you don't want to incur further debt and personal
- You want a business partner to help
you plan for your succession and to help you strengthen
your management team.
- You believe that working with an equity
investor and business partner is fun.
- You are 'teachable' and open to new
ideas and perspectives on how to improve your business.
Value Proposition for Business Owners
Balance Ventures helps business
owners by buying their closely-held businesses or by
providing equity capital funding to grow their established
companies. We have a patient, value-driven investment
approach that does not require an exit strategy in five
to seven years, but rather, relies on distributions
(e.g., dividends) to equity stakeholders to harvest
our investments and provide returns to our investors.
Balance Ventures contributes strong financial and management
skills for companies whose managers' strengths are more
technical or operational. And we provide a broad network
of relationships with other distribution sources, professionals,
and entrepreneurs to help managers of our portfolio
companies to grow and improve their businesses.