No. Many of our partnerships involve partial liquidity, allowing founders to take chips off the table while retaining meaningful ownership and upside.
Yes — if that’s what you want. Some founders remain CEO, others transition into chairman or advisory roles, and some step back gradually over time. We structure around your desired level of involvement.
Continuity matters to us. We aim to preserve teams, culture, and institutional knowledge. Growth — not disruption — is typically the goal.
Legacy isn’t a slogan for us. It’s about honoring what you’ve built, protecting relationships, and ensuring the business remains strong for the next generation of leadership.
No. We do not operate with a rigid exit timetable. Our focus is on building durable businesses, not optimizing for short-term outcomes.
We focus on established lower middle market businesses, particularly in industries with recurring or predictable revenue. Specific experience is shared privately and in context.
We start with a confidential conversation. From there, we explore whether a partnership makes sense and, if so, design a structure aligned with your goals. There’s no pressure to move quickly.
That’s often how conversations start. We’re happy to be a sounding board — even if no transaction ever occurs.
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