|
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
|