River Birch Partners, LLC is a New England-based private investment firm engaged in equity investments in profitable private companies in the lower middle market. We have no outside capital and approach investments with a long-term perspective.

We are focused on investment opportunities with quality management teams, recurring, predictable revenue streams and capital efficiency. We also invest in independent outside managers including search funds, and independent sponsors. We employ a patient timeline to investing under all investment scenarios.The firm invests alongside existing management, where incentives to succeed are strongly aligned.

River Birch is a patient investor with extensive experience working alongside management to develop and implement business strategies that will create value over the long term.  The partnership between River Birch and management is of utmost importance and is the core of our investment philosophy.  We believe successful partnerships are built on trust, respect, and integrity and we strive to work with people who share those values.

River Birch does not manage outside capital – we invest our own personal capital which we believe provides for a true alignment of interests with the business owners with which we partner.  We have full discretion over our capital which has no time constraints providing for maximum flexibility and allows us to act quickly and efficiently.

Our value-add: 

River Birch brings a unique skill-set having both investment and operating experience including as a business owner and CEO.  The principals have a proven track record serving as management's closest advisor and bring the resources and skill-set to lower middle market businesses including: 

·         developing strategic plans

·         owner transition and management succession

·         sourcing and recruiting management talent

·         creating growth initiatives, both organic and through acquisition

·         implementing best practices including KPIs to monitor and drive performance

·         sourcing, structuring and negotiating bank financing

 

INVESTMENT CRITERIA

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TEAM

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