Succession Leadership

Brackenwell is an appealing choice to small business owners who want to retire or gradually transition away from their day-to-day responsibilities.  Our investment strategy is long-term, with a focus on strengthening small operations to keep serving their customers, community, and employees.

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We are offering knowable leadership for the future of your business.  We want to take care of it as you have, with renewed energy.

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By contrast, many larger private equity firms want to raid the businesses they acquire and "financially engineer" their assets down to nothing.  For an example of what we are NOT, please see this article in The Atlantic about retailers raided by Wall Street investors.

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By contrast again, strategic buyers from within any industry often want to absorb the assets and best processes of an acquired business while letting "redundant" employees go and shifting focus away from intangible benefits.

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Brackenwell investors are Main Street entrepreneurs who care about and support the small businesses that are the backbone of our economy and civil society.  We operate within a broad category of boutique investor-operators called search funds.  Learn more about search funds from Entrepreneur and the Daily Herald of suburban Chicago.

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See how it might work in this example provided by New England mergers and acquisitions firm Business Transition Strategies.

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And Business Insider published an explanation of some of the nuances of selling to a search fund, written by an experienced entrepreneur.