At Birchwood Capital, we believe the foundation for value creation begins with the relationships we have with our partners. Key tenants of these relationships include collaborating to (i) develop an understanding of key goals and objectives, (ii) share a common vision for strategic direction, (iii) support management’s execution of strategic plans, (iv) align interests throughout the value creation process, (v) communicate proactively, directly, and clearly.

Moreover, prior to closing, Birchwood engages diligence providers (e.g. accounting, tax, lawyers, insurance) with an impeccable track record of delivering results on-schedule, leading to an efficient closing process. Business sellers can expect dedicated, ethical, and reliable partners who pride themselves on the certainty to close. Post-closing, our partners can expect a collaborative approach to facilitating the development of a strategic and tactical action plan with management predicated upon our experience working with lower-middle market companies. Additionally, Birchwood will bring to bear a proven operating method and expertise which it will draw upon to develop management systems and processes to professionalize a business, fostering rapid, profitable growth.

As experienced investors, we understand that shareholder goals including growth, profitability, and equity value creation require offering best-in-class products, services, and support. Birchwood Capital also understands that other stakeholders, including our investors, customers and suppliers are positively impacted when the businesses that we help to grow are successful in every regard. Given the sectors we focus in, we strive to focus on a “dual bottom line” of simultaneously having a positive impact on all stakeholders while driving profitable growth and value creation.

One of our core beliefs is partnering with and sharing the rewards of success with its strong, growth-oriented management teams. We understand the goals and objectives of our partners and strive to structure a relationship that provides win-win solutions. We offer entrepreneurs and owners an opportunity to achieve liquidity, while, if desired, retaining a continued investment interest in their business. For managers who are not exiting business owners, we create a path for equity ownership by facilitating direct investment into their company, as well as participation in a stock option or other equity incentive program.