Typical Partnership Investment Scenarios

Lineage desires to partner with owner-managers who are firmly committed to the future of their business yet have the need to achieve liquidity for themselves, their partners or their family members.  Below are examples of typical Lineage investment scenarios

• Asset Diversification:  Shareholder remains passionate about the business and believes strongly in its future; however, wants to diversify their net worth while continuing to lead the business, retaining control and a large ownership position.

• Diversification with a Shift in Responsibilities: Shareholder remains passionate about the business but desires a change in personal responsibilities to dedicate time to other interests.  He/she wants to diversify their net worth and retain a large equity stake and control. 

• Cash Out Inactive Shareholder:  Management shareholders seek to provide inactive or retiring shareholders with liquidity while maintaining control of their Board of Directors. 

• Generational Transition:  Senior family member seeks to achieve personal liquidity and facilitate estate planning while transitioning leadership (including control of the Board of Directors) and a meaningful economic opportunity to the next generation.