PALMER SQUARE PARTNERS
is an investment firm dedicated to the purchase and operation of one exceptional business.
Our Offer
We understand the effort and hardship that went into building your business and offer a unique opportunity to monetize your business while preserving your legacy
Confidentiality
We ensure maximum
confidentiality and
minimum disruption to
the business
Long Term Focus
Our goal is to continue
your legacy with a focus
on long-term growth and
success
Hands-On Approach
We will focus 100% of
our time, energy and
resources to help the
business succeed
Exit Opportunity
We provide owners an
opportunity to monetize
their business while
ensuring continuity
Flexibility
We provide flexible
terms focused on your
priorities (estate
planning, tax concerns, etc).
Experienced Advisors
Our advisors have
extensive operational
and financial experience
in our target industries
About
Palmer Square has a proven track record
10+
Years
Combined experience
advising small and
medium businesses and
their owners
$3B+
Aggregate Value
Substantial experience
across an array of
business sizes, industries
and situations
40+
Transactions
Closed as advisors for
both owner operated
and institutionally
invested businesses
Investment Focus
We are targeting businesses with the following attributes
Industry
- Consumer Services
- Business Services
- Light Manufacturing
- Industrials
- Distribution
Financials
- $1M - $10M of Sales
- $500K - $1.5M of Profit
- Recurring Customers
- Low CAPEX
Situation
- Owner looking to retire / transition from day-to-day operations
- Legacy preservation
Process
Selling your business can be stressful. We provide a clear and transparent process from start to finish. The process typically takes 3-6 months, but we can move faster depending on the situation.
Introduction
objectives
Pre-LOI
level business and
financial
information
LOI
outlining major
deal terms like
purchase price and deal structure
Diligence
diligence to verify
historical
financials and key business items
Close
purchase
agreement and
close of the
transaction