CASE STUDY

Reserve Advisors with Transparency.png

Provider of reserve studies for community associations

Buyout | October, 2019

Background  

Established in Milwaukee, WI in 1991 Reserve Advisors, LLC (“Reserve”) is the nation’s leading provider of reserve studies for community associations. By 2019, Reserve’s founders were seeking liquidity and a pathway to retirement as well as ownership opportunities for key managers. Reserve’s characteristics included: (i) an excellent industry reputation; (ii) a high mix of repeat reserve study revenues; (iii) a highly diverse customer base; (iv) operation in a growing sector; and (v) a talented management team seeking ownership opportunities.

Transaction & Post Closing 

In October 2019, Bel Air Growth Partners and executive Peter Hellman sponsored the buyout of Reserve in a transaction that generated liquidity for ownership and investment opportunities for management. In conjunction with the transaction, Peter Hellman became the CEO of Reserve.

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