An Ownership Transition
For entrepreneurs that cherish their legacy and want to make sure their people are in good hands before they step into their next chapter
What We're Looking For
People
Owner values their legacy and employees
An existing team that manages day-to-day operations
Key personnel will stay after the company transitions
Business
B2B Services, Manufacturing or SaaS
Outstanding customer service and employees
Differentiated product, service, or experience
Low customer churn
Financials
~$2-7M pre-tax annual profit or at least $3-6M ARR for subscription software
History of profitable growth and high ratio of recurring sales
20%+ net profit margin
3+ years of tax returns
Low customer concentration (top 5 customers are less than 1/3 sales)
There is no 'perfect' business, but we're looking for the 'right' business with an owner with similar values that we're suited to do right by in its next chapter
A Collaborative Approach to Ownership Transition
We know how important trust is during this process, and that's why our approach is guided by these principles:
Understanding Your Story
We'll take the time to learn about your business, its history, and your values. This ensures we honor your legacy and maintain your vision.
Transparent Communication
We'll be open and honest with you every step of the way, keeping you informed and involved in the process.
Empathetic Negotiation
Our negotiations prioritize fairness and mutual understanding, aiming for a winning outcome for all stakeholders.
Employee Commitment
We recognize the value of your team and pledge to treat them with the same respect and care you've shown them over the years.
Long-Term Growth
We'll ensure your business continues to grow and evolve while staying true to its core values.
Choose us for seamless, trust-based ownership transition that honors your life's work and sets the stage for a prosperous future. Let's build your legacy together.
The Elm Tree Capital Difference
The Process
1. Exploration
Explore the opportunity and see if it is a good fit for both parties
We provide the 1st information request list and preliminary fair market value range
We submit an expression of interest to you
You decide if we move forward
2. Letter of Intent
We provide the 2nd information request list
We submit to you a letter of intent with key agreed upon deal terms clearly outlined
You decide if we move forward
3. Diligence and Close
We provide the 3rd and final major information request list
We complete our due diligence
Finalize purchase documents
We sign documents and you are paid
About Us
Elm Trees embody strong roots, rapid growth, adaptation to surrounding environments, resiliency, and consistency (can live up to 300 years). We are looking for a business that has a strong foundation we can lead to the next stage of sustainable growth.
Elm Tree Capital Partners
Elm Tree Capital Partners is a search fund with the focus of providing a unique and attractive solution for owners to unlock the wealth they have created by experiencing a liquidity event and stepping back from the day-to-day operations. We provide a transition to new, talented, responsible and committed senior management focused on maintaining the legacy of the organization, taking care of the existing employees, customers and partners and continuing the success of the business.
We are not a private equity firm. Elm Tree Capital Partners is a privately held partnership of seasoned executives, operators, entrepreneurs and investors with a successful track record for operating and growing great businesses across a diverse set of industries by giving the necessary hands-on resources to help these businesses reach their maximum potential.
It’s also a nod to a core belief: that growing a business is a multi-generational journey, and many years of hard work and sacrifice are necessary before success can be ultimately achieved.
Mark Yingling, Founder and Managing Partner
Mark grew up in the surrounding area of Chicago, IL. As a native to the Midwest, a ‘people first’ mindset has been instilled in him and comes naturally. He thrives in the intersection between people and business, which helps make him a driven, empathetic, and passionate leader. Mark’s goal is to own and grow a business that benefits all stakeholders.
Meet the partners
Elm Tree Capital Partners is supported by entrepreneurs and operators with experience scaling great businesses.
They provide capital, mentorship, and resources to Mark.
Institutional + family office partners
entrepreneur + Ceo partners
