For Business Owners

Many businesses at the smaller end of the middle-market are either family or operator-owned and given the lack of access to the public capital markets are often faced with many of the following challenges:

• Your net worth is tied up in your business and you would like to find a way to diversify
• You want liquidity but also want to remain active in the business
• You want to retire but are uncertain how to address management succession issues, generational considerations or estate planning
• You need growth capital and a partner to help you capitalize on new market opportunities

Sienna understands these important issues and realizes that all owners face important decisions at critical inflection points in their business’ life cycle. We have built a reputation as a trusted partner for business owners who either want to transition their business to a trusted pair of hands or alternatively are looking for a partner who can help them grow. Sienna’s approach preserves the business’ culture and provides a stable, long-term future for its employees. Sienna prides itself on interacting with business owners with transparency and absolute integrity.

Our investment approach and long-term focus give us the ability to be flexible when structuring transactions to meet the business owner’s objectives. We have outlined a few of the alternatives available to business owners below:

1)A Partial Sale of the Business

• Sienna purchases a portion of your equity in the company
• You receive liquidity to plan for your future and diversify your net worth
• You choose your level of involvement – you can continue to manage the company, remain a director, become a consultant or simply retire
• You gain an experienced and trusted partner who will work with your team to continue to build the business and who will value and preserve the company’s culture, people and values
• You retain an equity position in the business and share in the long-term value created over time in partnership with Sienna

2)An Outright Sale of the Business

• Sienna purchases all of your equity in the company
• Prior to completion, you and Sienna jointly design a plan to address management succession
• You realize 100% of the value that you have created in your business
• You retire knowing that your business is in professional and respected hands

3)A Growth Capital Investment

• Sienna provides equity or mezzanine capital to your business to fund new growth opportunities
• Sienna brings its professional capabilities, experience and resources to the business to help you most effectively capitalize on the opportunities in front of you
• Sienna may consider a minority investment in this case if there is a clear path to a control position in the future