You’ve built an exceptional business. You’re considering a sale in the next few years but aren’t ready to step completely away from your company. This is your family’s legacy. You care deeply about how the next leader upholds the quality of your brand and treats your employees, customers, and suppliers. You don’t want to work for a traditional private equity firm or sell to a competitor. Let’s talk.
Our Investment Strategy
For Business Owners
We have committed capital and provide attractive, fair liquidity options. We aim to structure control investment transactions that meet the financial and personal objectives of our partners. Our model enables an owner to shape the post-transaction trajectory of his or her business through a collaborative partnership with seasoned industry executives and elite military leaders.
Investment Criteria
- Companies with $10–50 million of revenue and $2–5 million of EBITDA
- Business owner willing to continue operating in his or her existing role or facilitate a management transition to ensure leadership continuity and the legacy and integrity of the organization is maintained
- Product or service with long term positive demand drivers
- High quality cash flows: recurring, predictable, high free cash flow conversion
- Minimal cyclicality and technological, obsolescence, environmental and disintermediation risk
- Highly fragmented industries with actionable add-on opportunities
Investment Criteria
- Companies with $5–50 million of revenue and $500K to $5 million of EBITDA
- Business owner willing to continue operating in his or her existing role or facilitate a management transition to ensure leadership continuity and the legacy and integrity of the organization is maintained
- Product or service with long term positive demand drivers
- High quality cash flows: recurring, predictable, high free cash flow conversion
- Minimal cyclicality and technological, obsolescence, environmental and disintermediation risk
- Highly fragmented industries with actionable add-on opportunities
Investment Strategy
CBC partners experienced management teams and elite military veterans with exceptional small business owners to establish enduring companies in the Healthcare, Consumer Services, and Business Services industries.
For Elite Military Leaders
We believe that humans are the most important component of any high-performing organization, and that businesses that hire for traits and train for skills will always beat the competition. We’re looking for veterans with elite leadership and execution skills, intellectual curiosity, a bias for action, and the ability to organize and motivate teams to put well-considered plans into action.
Reach out to us if you are a high performing veteran looking to apply your military leadership and execution skills in a business context. You don’t have to convince us that you have world class leadership, strategic planning, decision making, team building, critical thinking, and execution skills that have been forged in arduous and dynamic environments. We know. We value your skills and have a structured mentorship and transition program that is designed to ensure your success.
Leadership Criteria
- Proven leadership within the SOF community, preferably in combat situations
- Demonstrated change management experience
- Persistent, driven, strong work ethic
- High personal and professional standards
- Exceptional oral and written communication skills
- The ability to connect on a personal level with people from a broad range of social and economic backgrounds
- High emotional intelligence
- Advanced problem solving and conflict resolution skills
- MBA from a top-tier school preferred