The NEO-Growth approach
Each business is unique. We tailor our approach to your business. We want to understand your story. We look at this process as a way for you and us to get to know each other and understand if we can grow together.
Unlike Private Equity firms, which have an intent to resell the business within 3-8 years, we are an operator-led firm focused on generating long-term value and have the flexibility to make the right decisions at each step of the growth journey.
How we operate as a Buyer
Fast decisions: We know what we want. If your deal fits, you will hear from us within 48 hours.
Seller-friendly: We work with sellers who want to protect their legacy, employees, and community, not just maximize price.
Funded and ready: Principals co-invest alongside LP capital ($10–12M). Co-investors willing and able to play SMR role. Debt lined up.
Transparent process: We communicate clearly at every step. No surprises. We respect your client relationships.
Operators, not just buyers: We run businesses. We bring commercial, operational, and M&A expertise to every deal.
Local & committed: NE Ohio-based. We are investing in this region for the long term, not parachuting in.
We take the time to understand your business, goals, and values to determine whether we're the right fit. Following our review, we provide an Indication of Interest (IOI) outlining an estimated valuation range for your company.
Introduction & Exploration
Evaluation
We gather high-level information and meet with you to better understand your goals and ensure we are the right long-term partner for your business. Based on our review, we provide a Letter of Intent (LOI) outlining our proposed offer and the key terms of a potential transaction.
Due Diligence
During this phase, we will collect more complete data and documents from the business and work with our advisors and attorneys to validate our previous assumptions. It enables us to validate our final offer. We will provide a Sales and Purchase agreement for your company. We will finalize the agreement once it meets both our expectations.
Start our journey
At closing, you receive the proceeds from the sale of your business and can take pride in the value created through years of hard work and dedication. We work closely with you to ensure a smooth, thoughtful transition for employees, customers, suppliers, and other key stakeholders. Leveraging Your Legacy together.