Business transition that works for your stakeholders
Our Approach
Enduring businesses are mission-driven. They serve customers, employees, and other stakeholders with a special sense of responsibility. This responsibility adds weight to the already-difficult decision to sell.
Clay Path is designed to help one enduring business preserve its values and culture through ownership transition. Our goal is to shepherd a company on a path of long-term growth and shared success. This focus requires us to think in terms of decades, not years.
Where We Can Help
Clay Path Partners is best-positioned to help a business with the following characteristics. Even if you are unsure about your transition timeline, we are ready to have a conversation about your company’s unique situation and opportunities.
Industry
■ Growing industry (ideally 10%+ industry growth year-over-year)
■ Low business cycle exposure
Company
■ Loyal customer base
■ Defensible competitive advantage
■ Essential, mission-critical product or service for customer
Ownership Situation
■ Owner nearing retirement
■ Owner looking to reduce involvement
■ Owner planning to pursue other ventures
Financial
■ Recurring revenue or repeat customers
■ Demonstrated profitability and growth
■ Ideally between $2 million and $10 million in cash flow or between $2 million and $10 million in annual recurring revenue
How We’re Different
When it comes to selling, there’s no shortage of options for a great business. Private equity and strategic acquirers offer compelling exit packages, but short-term mandates can hold back processes, products, and people.
