The Lineage principals have been working with closely-held businesses for over a decade and have an intimate understanding of the unique issues facing these firms. The firm’s bias towards senior investment professionals guarantees that each investment receives high level firm commitment. One of Lineage’s four founding principals is the primary contact for each investment, enabling value added contribution and ensuring quick decision making. In addition with the principals’ experience as investors, consultants and operators, we bring insights and resources to assist the management team in growing the business.

Before closing, we collaborate with the owner/management team to develop a strategic plan and implement incentive programs that align the interests of all stakeholders to create equity value. After closing, we work with the owner/management team to execute the business plan, identify and facilitate the completion of acquisitions, strengthen the company's board of directors, as appropriate, and serve as a thought partner to enhance value while leaving day-to-day operating decisions to management. We are accustomed to playing an active role, when necessary, to provide additional support to the management team or a less active role when our support is not needed. At all times, we seek to leverage our collective experience and network of contacts and business partners by providing introductions to key industry contacts, strategic relationships and other business and financial resources.