SEC CRD #801-133955
People-first holding company that acquires and grows exceptional founder and family-owned businesses for the long term, focusing on preserving culture and legacy while providing liquidity to owners.
MEGAN WALKER
CHIEF COMPLIANCE OFFICER
📞 (404) 383-9233
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AUM
$286M
Check Size
$25M–$25M
EBITDA Range
$5M–$25M
Location
CHARLOTTE, NC
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