Leadership. Experience. Integrity.

Taro Capital Partners is an entrepreneur-led team of experienced operators and investors that was founded to acquire and grow a great business with an enduring legacy.

Our Approach

An efficient, honest, and transparent process.

Sole Commitment

Your company will be our only investment, which means it will receive 100% of our time, effort, and capital resources.

Our Founder, Matt Walsh, will relocate to your community and work directly with you to assume executive responsibilities over a mutually agreed upon timeline.

Flexible Succession Planning

We will work with you to structure a tailored transition plan and create attractive deal terms that align with your individual goals.

Our mission is to continue the legacy you have successfully built, and your current employees and stakeholders are an integral part of accomplishing this plan.

Long-Term Growth

Our operational approach is based upon the sustainable value creation of your business, not short-term returns to investors.

Our exceptional team of entrepreneurs, advisors, and industry experts have decades of experience to provide the guidance and resources to achieve next-level growth.

Our Process

Expected timeline is 6-12 weeks depending on the transaction.

  • Our first meeting will take approximately 30-60 minutes, and will allow us to get to know each other more, discuss your business, and determine your transition goals. At any stage, you will have the opportunity, but not the obligation, to sign a non-disclosure agreement if you wish to discuss potentially sensitive or confidential information.

  • Once we determine there is a good fit and mutual interest, Taro Capital Partners will request access to basic financial information about your company. Non-disclosure agreements at this stage are standard practice to protect your information.

    Pending review, we will provide you with a non-binding proposal that will help guide the valuation range and facilitate a high-level discussion of the deal structure. If we both agree to move forward with the transaction, we will submit a formal offer (“Letter of Intent”) to acquire your business with a purchase price and an outline of key terms.

  • Our diligence process (typically 30-60 days) is a more in-depth review of your company. We incorporate our team of investors as well as third-party advisory firms specializing in legal, accounting, and technical diligence.

    We will meet regularly during this stage to specify terms and build a transition plan. We are committed to minimizing the burden on your daily operations by providing clear, realistic timelines and requests for information.

  • Once all parties are satisfied, we will sign the final purchase agreement, wire your funds, and begin a seamless transition plan. Time to raise a glass and celebrate!

Our Advantage

The legacy you’ve built deserves a superior outcome.

Taro Capital
Partners

Private Equity

Source of Funding

Seasoned investment team with capital ready to deploy and a strong track record growing small businesses Large institutional firms with rigid investment criteria and burdensome reporting requirements

Focus

Sole investment; your company receives 100% of our attention and resources One of potentially dozens of portfolio companies; remote or temporary oversight

Strategy

Sustainable value creation, long-term growth, and legacy preservation (no predetermined exit date) Short-term returns to investors within a fixed time period (typically 3-5 years)

Seller Payout

Terms tailored to your needs. Options for full or partial cash exit and available equity options Restrictive structures. Potential for delayed payout and large equity reinvestment requirements

Transition Period

Flexible to your desired scope of involvement. Options for full exit or ongoing participation Founders often required to stay on for multiyear commitments with financial contingencies attached

Future of Employees

Integral to our succession plan, long-term growth strategy, and knowledge preservation Depends... cost-cutting strategies or consolidation measures may place your employees at risk

Our Investment Criteria

Healthy & Stable Profitability

  • Steady cash-flow generation for 3+ years

  • Annual revenue range of $10-25 million

  • Annual pre-tax profit of $1-5 million

  • Business model supporting recurring revenues

Company & Industry Profile

  • B2B and/or B2G services businesses

  • Growing, highly-fragmented industry

  • Immaterial customer concentration

  • Potential for organic growth and expansion

Management Profile

  • Owner willing to sell a majority of private ownership, with options to maintain equity

  • Owner willing to assist during transition period (approx. 60 days)

  • Motivated management team