Investment Strategy
Socius Capital buys shares in private businesses and helps
remaining owners continue to succeed in a variety of situations:
Partner Conflict:  "We could just no
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..."
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”
Growth/Acquisition:  “I have an opportunity to
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
“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..."