Investment Strategy
Socius Capital buys shares in private businesses and helps
remaining owners continue to succeed in a variety of situations:
remaining owners continue to succeed in a variety of situations:
Partner Conflict: "We could just no
longer see eye to eye..."
longer see eye to eye..."
Divergent Goals: "We'd like to add a new
product line, but our brother just wants to
maintain business as usual..."
product line, but our brother just wants to
maintain business as usual..."
Personal Change: “My partner has
effectively retired and wants to liquidate his
interest. I think we have great growth
prospects and don’t want
to sell the company…yet”
effectively retired and wants to liquidate his
interest. I think we have great growth
prospects and don’t want
to sell the company…yet”
Growth/Acquisition: “I have an opportunity to
acquire my closest competitor. It would be a
great strategic fit…”
acquire my closest competitor. It would be a
great strategic fit…”
| 6505 East Dorado Place Greenwood Village, Colorado USA 80111 303-221-5262 Info@YourNewPartner.com |
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| “The Socius Capital team assisted us in completing a very complex transaction involving several selling shareholders, and an ESOP, each with their own set of goals. As a client advocate, it was important that we selected an experienced investor who could not only get the deal done, but who could also be a good parter post -transaction. The Socius Capital team was extremely professional and experienced in navigating the complex issues that arose. They provided solutions from the viewpoint of a partner instead of a buyer.” Managing Director, Investment Bank |
Family Succession: "It is time for the
next generation, but the business has
grown too big for them to buy without
an investment partner..."
next generation, but the business has
grown too big for them to buy without
an investment partner..."