Industry focus

​​​​​​​​​​Transaction Preparation:

In many cases, companies need to get their "house in order" prior to exploring any transaction or strategic alternative. We have the expertise to help our clients prepare in advance of any potential transaction. 


Transaction Advisory:

Our principals have extensive capital markets and investment banking experience having closed over 60 transactions ranging from $5 million to over $1 billion. Our transaction expertise includes:

  • Sell-side M&A
  • Buy-side M&A
  • Divestitures
  • Capital Raises
  • Debt & Equity Recapitalizations 

Operations

Operations

Transactions

strategy

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​​​​​Problem: 

As businesses build momentum, they often encounter many different kinds of growing pains, including working capital needs, HR decisions & timing, competition, sourcing, and many other challenges. These can be significant opportunities when approached in the right way.


Solution:  

Our principals utilize their 30-years of combined experience working with and in companies of varying sizes and industries to:

  • Supplement lean or over-stressed management teams
  • Provide a fresh perspective that helps identify issues and put controls and reporting in place to manage effectively
  • Industrial & Manufacturing
  • Consumer Products & Services
  • Business Services
  • Oil & Gas
  • Technology
  • Real Estate
  • Automotive

strategy

​​Bearing Partners is a trusted advisor to lower middle-market companies. Our principals utilize their over 35-years of combined corporate finance and operating experience to guide clients through their most important corporate decisions. We focus on helping founder-led, family-owned and private-equity backed companies with their strategy, operating challenges and opportunities, and corporate transactions. 

Transactions

Problem:

Many lower middle-market businesses are challenged with balancing day-to-day tasks and dedicating the necessary time and energy to strategy.


Solution:

We help businesses take a step back and analyze the opportunities that are before them, prioritize where energy should be spent, create a roadmap for attacking these opportunities, and then execute on the plan. Businesses need vision; we'll provide one along with the steps to get there.​

We go above, so you can go beyond.

Industry focus