One of the most stimulating aspects of our business is on a daily basis getting to experience the amazing spectrum of small companies that drive our economy. Our strategy at Bel Air is to facilitate ownership transitions of those businesses that we believe align with our values and where our expertise and resources can make a difference.
Broadly speaking, we seek:
$500,000 to $5,000,000
Specialty Services and
West Coast focus
While we look primarily at how a business is positioned in its market segment vs. particular sector, some common features of historical investments include:
Identifiable growth opportunities
High margins (20%+ gross margins; 10%+ EBITDA margins)
Consultative go to market selling process with customers
Bel Air invests in businesses that range from fast growing companies looking to the next phase of expansion, to managers looking to acquire the business they run, to retiring owners.
Please see Investments section for examples of companies in which we’ve invested previously.
BEL AIR GROWTH PARTNERS ARE EXPERTS IN OWNERSHIP TRANSITION.
Whether acting as a business buyer or capital partner to management—whatever your transaction type—we can help.
Private Company Sale (a buyout)
When owners desire to sell and retire from their company, we act as the buyer. We partner with incumbent management or recruit new management if there’s no succession team in place.
Private Company Recapitalization
Owners who desire to:
Diversify their estate with significant cash liquidity (typically 70% - 90% of company value)
Retain ongoing ownership (typically 10% - 45%)
Retain operating control of their business
Gain outside resources for growth
We help you achieve these objectives through a recapitalization with Bel Air. Such transactions enable owners to shed bank guarantees and facilitate ownership for managers.
We provide capital and advice, partnering with family members who seek to buyout ownership positions held by active or inactive shareholders.
We buy business segments (with or without management) that no longer fit within an existing organizations’ operations.
Acquisition of Competitor
We have the financial resources and expertise to make the acquisition of a competitor a reality.
In select situations, we facilitate expansion financing for companies experiencing rapid growth.
WE PARTNER WITH YOU THROUGH EVERY STEP OF THE PROCESS.
As experienced investors, we understand the importance of addressing the needs of all constituents in a transaction. We are sensitive to the delicate, time-consuming and often emotional nature of a business transition. A typical transaction takes approximately 90 days from letter of intent to closing.
The Investment Period
We operate principally from a board of directors’ level at companies in which we invest.
We collaborate to ensure support for the strategic initiatives of management who run day-to-day operations.
Market trends, financial performance and situational dynamics affect the duration of an investment. Generally, Bel Air Growth Partners pursues a long-term approach.