Our Philosophy
Small businesses are the lifeblood of our economy and the heart of our communities. Every partnership is different because every business is unique: our approach is tailored to your vision. Together, we ensure your business prospers today and is ready to lead for generations to come.
Prosperity through Purpose
Long-term Value Creation
We focus on sustainable growth and lasting impact over short-term gains. Our approach is rooted in long-term profitability, operational excellence, disciplined capital allocation and workforce development. Unlike traditional funds, we are not constrained by short-term investment timeline horizons: we’re in this for the long run.
Trust and Transparency
We know our blind spots. Our commitment to trust and transparency forms the core of our partnerships. We may not always know the answer, but we are always honest. There are no hidden agendas or parallel conversations – we always put everything on the table.
Empowering People and Communities
Prosperity for all paves the way to success. Together we can move mountains. Employee ownership creates superior financial outcomes for employee-owners and businesses. Our investment structure grants employees equity, fostering a shared purpose and aligned incentives that allow everyone to achieve extraordinary results.
01 Businesses navigating pivotal transitions
Small businesses undergoing succession transitions or owner retirement, irrespective of sector or industry.
02 Multi-unit services and manufacturing businesses
Businesses with great unit economics, scalable business models and operational optimization potential.
We are committed to partnering with you to achieve greater heights
Shared Long-Term Success
Prosperity Through Purpose: positive impact is core to our DNA. We structure our investments to ensure full alignment between all stakeholders, granting equity to employees and maximizing financial outcomes and performance.
High Certainty of Close
We understand speed is critical. Our Accelerate/Abandon Playbook enables us to move with speed and decisiveness once we ascertain a deal fits our model, at an adequate transaction price.
Tailored Investment Solutions
We believe each business is unique, and your culture is key. To ensure it stays that way, we adjust our investment structure for each company’s specific situation and needs.
Collaborative Value-Creation
Alone we can achieve a lot; together we can achieve so much more. Working together is essential to our approach. We believe in listening and co-creating the best solution for your business, bringing our operational and financial experience, and our network’s reach and expertise, to ensure the best outcomes.
Redefining Investing: True Partnerships
We’re on a mission to create long-term prosperity for all. We differ from traditional investors by placing shared long-term success at the center of our philosophy.
| Prosperia Holdings | Private Equity | Strategic Buyer | |
|---|---|---|---|
| Strategic Goal | Long-term sustainable operation and success | Investors’ financial return maximization at any cost | Synergy realization through absorption into parent company |
| Owner’s Legacy | Preserved | Uncertain, one of many companies in the portfolio | Likely lost |
| Employee’s Future | Shared equity, with growth and development prioritized | Secondary to cost-cutting initiatives and other profit levers | At risk, as redundant roles are inevitable |
| Deal Terms | Tailored to owner’s needs | Rigid, restrictive timelines, and high use of debt | Mix of cash and stocks |
| Deal Timeline | Approximately 3 months with minimal disruptions and layers | 6-12 months is typical with multiple parties involved | Long process (+1 years) with layers of approval required |
| Involvement | Collaborative partnership, from advisory role to hands-on operational involvement as agreed between all parties | Institutionalized and directive: weekly calls, board meetings | Fully dependent |