We rely heavily on our relationships with a broad range of intermediaries to introduce our unique investment approach to business owners. We are discrete and maintain complete confidentiality with regard to any discussions. Whether a transaction is driven by a desire for diversification, the buyout of a business partner or family member, or a need to partner for growth, we take time to understand the shareholders’ key issues and create a structure that addresses them. Our seasoned investment team will dedicate the resources necessary to pursue potential investments that fit our focus.
Intermediaries choose Lineage because:
- Our differentiated approach complements their clients’ needs and desires
- We are responsive
- We are clear about our level of interest
- We pay customary finder’s fees
- We complete investments in a timely manner by using less leverage than is typical of private investment firms
- We have clear and straightforward negotiations
Please contact us with any opportunities you believe may be of interest to us.