Shell Road Partners acquire and operate small to medium-sized businesses. As experienced operators, we understand the importance of your customer relationships and your employee family. We know selling your business is a big decision and we want to be your trusted partner in transitioning to the next chapter
Owner is looking to sell and retire or move on to another project
Owner wants to ensure continuity of the business and see that employees & customers are cared for post-close
We have a range of industry experience so we consider almost any industry
If the fundamentals are the there, we are interested
Profitable with cash flow greater than $500,000
Core team in place that is "in it to win it"
We introduce ourselves over the phone or in person, and get an understanding of what you are looking to accomplish. Every situation is unique and we want to know if we are a fit so we don't waste anyone's time
We take a look at your numbers so we are on the same page in discussing the company's high level financial characteristics
If there is mutual interest, we will send a non-binding letter that lays out a valuation and structure. At this point we decide whether it's go or no-go
We take a deeper look under the hood to help us hit the ground running once we close. We understand everything isn't perfect, but that's OK with us and we move through this stage without disrupting your business
After closing, we step in to operate the business ensuring a smooth transition for you, your employees, your customers and your suppliers. We don't change what you have been doing for years to have a successful business
The Shell Road Partners team consists of two Charlotte, NC-based partners, Dan and Brad, in addition to a team of advisors. Dan and Brad come from varied professional backgrounds ranging from large financial and industrial corporations, to small blue collar businesses and military service
This diverse experience in leading and managing, operations, sales & marketing, finance, M&A and human resources allows the team to build off a company's foundation and create long term growth and value