Earn A Referral Fee For Simply Making An Introduction

We value our close relationships with brokers, accounting firms, attorneys, wealth managers and other advisors.  We work with many in the business community that have clients or contacts whose businesses are doing well, but could benefit from additional capital and/or expertise in growing.  We can also be helpful when a business owner may want to retire in the near- to mid-term and receive liquidity, but would like family members or a management team to continue running their company.  We’d welcome an introduction to any businesses that could benefit from a call with us.  We pay attractive referral fees for introductions to companies with whom we close a transaction (subject to the terms and conditions of our standard fee agreement).

Please review our investment criteria and contact us to learn more about our Referral Program.