“Quietly helping private companies create shareholder value and liquidity, for more than a quarter-century.”

WHY US?

WHAT’S IN IT FOR YOU?

Selling a private company is no joke.  It is often a brutal process that can wreak havoc on your culture, your personal life, and your well-being. There are literally dozens of very important questions that you must have answers to before entering into a definitive sale agreement.

Transactions are time-consuming and emotionally taxing.

As the seller, you must manage internal confidentiality, your existing business operations, bankers, lawyers, accountants, tax considerations, and the like.

We step in as your advocate, your confidant, and your “Exit Concierge” to manage the entire process for you, from YOUR side of the table.

We are not an investment bank; however, we manage the banks and the lawyers for you.

Our “Exit Readiness” process ensures that you receive the best exit valuation and the most efficient estate-planning result.  Our fee is retainer/incentive-based; which results in no money out of your pocket at the conclusion of the sale of your business.

ABOUT US

Combining a passion for business growth, capital formation, and focused strategy, with our love of engineering precision, measurement, and leverage; we help companies simplify, scale, and transition.

Our company is rooted in the disciplines of Industrial Engineering and our Founder’s immersion – four decades ago – in the transformational work of W. Edwards Deming.  When these time-tested engineering principles are applied to qualified businesses, unexpected results are realized.

Mutual Capital Alliance (“MCA”) was founded in 1994. Through our work, and the work of our subsidiary funds, we have catalyzed growth and transformation for companies in financial services, technology, healthcare, real estate, telecom, recurring-revenue-focused B2B, and alternative private investments.

In 2004, MCA founded USA Mutuals Advisors, Inc., an SEC-registered investment advisor which manages publicly-traded investment funds (mutual funds).

In 2005, MCA co-founded Mutual Capital Partners, a venture capital/PE family of three funds focused on growth companies based in the Midwestern United States.

In partnership with the MCA ecosystem, entrepreneurial business leaders gain access to a suite of proprietary tools and strategies that help them navigate the complexities of capital formation, strategy, transitions, and exits.

OUR BELIEFS AND VALUES

By way of analogy, if you or a loved one has ever gone through a serious illness or hospital stay, you know far too well that patients need advocates. When in a vulnerable position, sick patients need someone on their side who fights the system for them. Unfortunately, far too many hospital patients, without that person, have had negative outcomes.

In the same way, companies contemplating a transaction, merger, public transition, or corporate turnaround, are negotiating with lawyers, regulators, bankers, or M&A experts who have hundreds of deals under their belts. These people are professionals who can navigate the system for their benefit, not yours.

Companies like yours need an advocate – with decades of experience – to fight FOR you from your side of the table – while also protecting your assets; so you can focus on growing and protecting your business.

We truly love working with like-minded, successful leaders, who embrace our unique operating values:  Simplicity, Probability, Leverage, and Permanence.

Our clients benefit by leveraging our influence, partners, experience, and holdings to create immense value. Our aim is to build an interdependent ecosystem of clients, investments, and people in order to grow the value of the parts, along with the sum total.

If you would like to request an application to work with us, please complete the contact form below.