Baseball fans know “on deck” means next at bat. As a former Naval Aviator, the term has another, deeper meaning. After completing a mission and returning for a safe landing, we would radio back to our unit to say “safe on deck”. This symbolized that the mission was over and we could relax.

This is the essence of our investment philosophy at Transition Capital. We’re “on deck” to take our turn at bat and bring you home, “safe on deck.”

Our goal is to create long-term value for a small to mid-size company in the Upstate, WNY, or Finger Lakes region. National search or private-equity firms oftentimes prefer a business that they can grow quickly and flip within 5-7 years for a profit. This can lead to disruption and stress for your customers and employees. You’ve spent a decade or more building your business and protecting your reputation. You recognize that your employees depend on the stable jobs you’ve given them to provide for their families and you know that they have been critical to your success. At Transition Capital, we are committed to ensuring our region stays prosperous and family-oriented through a buy, grow, and hold strategy. Our interest is long-term value creation that does more than preserve your legacy - it becomes ours.

Why Transition Capital?

  • Veteran-owned business

  • Experienced business leadership with proven track record of value creation

  • Deep ties to the local area

  • Long-term commitment to ownership and growth

  • Committed to a successful, smooth, and timely acquisition and transition process

  • Self-directed funding - No investor groups to deal with

Our target company will have many of the following characteristics:

  • Transaction value between $1M and $5M.

  • >$350k in annual Seller’s Discretionary Earnings (SDE).

  • Company is ideally headquartered in Monroe, Ontario, or Wayne Counties but other nearby areas can be considered.

  • Company has been in business >10 years which demonstrates long-term viability.

  • Participates in a stable or growing industry with room for multi-dimensional growth.

    • Examples of ideal industries include, but are not limited to:manufacturing, distribution/supply, transportation, health services, home services (i.e. HVAC, plumbing, etc.), or amusement/recreation.

  • Exceptional reputation within the industry and with customers.

  • Track record of strong financial performance and consistent cash flow generation over the past 3+ years.

  • Ideally no more than 10-20% of sales comes from any one customer.

  • The success of the business is not reliant solely on the owner’s unique personality or skillset, allowing you to step away from the business confident that it will succeed.