Contact Us | Join Our Mailing List | Print This Site        
 

Lineage desires to partner with shareholders who are firmly committed to the future of their business yet have a current desire for liquidity. In addition, we seek shareholders who are looking for a partner to facilitate growth. Below are some examples of typical shareholder dynamics:

  • Generational Transition - Senior family member(s) seeks to transition leadership (control of the board of directors) to next generation and provide them with a meaningful economic opportunity. At the same time, senior family member is also seeking significant personal liquidity to diversify net worth and facilitate estate planning

  • Cash Out Inactive Shareholder - Management shareholders seek to provide inactive or retiring shareholders with liquidity while maintaining control of the board of directors

  • Asset Diversification - Shareholder remains passionate about the business and believes strongly in its future; however, he/she wants to diversify his/her net worth while retaining control and a large equity stake

  • Partner for Acquisitions - Shareholder sees a need or opportunity to improve the company’s competitive position by making a strategic acquisition yet desires a partner to share financial risk and provide additional expertise and resources