Discuss Us

ACQUIRE

A confidential path for owners considering succession or transition.

ALEF considers direct acquisitions of select privately held businesses where owners are seeking retirement, liquidity, continuity or a long term operating partner.

WHO THIS IS FOR

A confidential conversation for owners.

  • Considering an Exit

    You are considering retirement or succession.

  • Succession Without a Clear Path

    Your business has no clear next generation leader.

  • Preserve Your Legacy

    You want liquidity but care about employees and continuity.

  • Start with a Confidential Conversation

    You want a confidential conversation before any public process.

  • Choose the Right Transaction Path

    You want to understand if ALEF could be a buyer, partner or advisor.
A confidential conversation for owners.

WHAT WE LOOK FOR

Profile of businesses we review.

Established Private Businesses

Established Private Businesses

Privately held businesses with real operating history.

PROCESS

A discreet, seven-step path.

01

Confidential owner conversation

Understand goals, timing and concerns.
02

Preliminary fit review

Determine whether ALEF can act and how.
03

NDA if appropriate

Establish the confidentiality framework.
04

Financial & operating review

Review available information and trends.
05

Valuation discussion

Range, structure and transaction path.
06

Indication of interest

Non-binding, if appropriate.
07

Due diligence & definitive documentation

With professional advisors.
08

Confidential owner conversation

Understand goals, timing and concerns.
Discussion

CONFIDENTIAL INQUIRY

Submit a confidential inquiry

Provide enough information for an initial fit review. Detailed materials should follow an NDA or engagement.