The Transaction
As an investment team of two, the entire decision to make an investment rests with us. We are thus able to provide timely feedback and a professional response to all potential opportunities. As experienced investors, we are sensitive to the importance of addressing the needs of all constituents in a transaction, as well as the delicate, time-consuming, and often emotional nature of selling a business.

A transaction will typically proceed along the following steps:




Our typical time to closing is approximately 90 days from the signing of a letter of intent

The Investment Period
Brass Ring operates principally from a board of directors level at companies in which we invest. We generally seek to structure a balanced, but value-added board consisting of ourselves, members of management and one or more outsiders. We view our role as a collaborative one in supporting the strategic initiatives of the managers who run day-to-day operations. This typically involves:

The Exit
At some point in a 4 - 8 year period, we look to achieve liquidity on behalf of our investors. Market trends, financial performance and situational dynamics all play a role in determining the length of any given investment. Historically, our management teams have often been the driving force behind a decision to sell. An exit can take many forms including, an outright sale, refinancing of certain owners’ interests or merger with another company. While the actual exit is often different than planned, we find it’s valuable to establish expectations at the onset of the investment.