Our Investment Strategy

For Business Owners

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.

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

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.

Investment Thesis

Disciplined focus on high growth, recession resistant industries with quantifiable demand drivers and a clear path to value creation.


Partner highly experienced management teams with execution focused military veterans to drive value through add-on acquisitions and organic growth initiatives.


Operations Team members work closely with platform C-Suite leadership to integrate accretive acquisitions and drive execution based organic growth across the enterprise.


Establish large, national platforms with best in class management teams, financial reporting and data analytics capabilities, and attractive growth rates, margins, and industry specific benchmarks.

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.