Our Investment Story...
Every partnership represents our commitment to helping exceptional business owners achieve their goals—whether scaling for growth or preparing for transition. Here are some of our team’s achievements:
$100mm+
Transaction Value
20+
Transactions Completed
4
Highly Successful Exits
5-7 Years
Typical Partnership Length
1,000+
Jobs Created / Preserved
12
Brand Launches
7.6x
Realized MOIC
Thousands
Lessons Learned
Featured Portfolio Partnerships
Case studies showcasing different types of successful business partnerships and outcomes
Kiki Milk
Growth Partnership
The Opportunity:
PlantBaby had achieved strong product-market fit with their organic plant milk through direct-to-consumer sales. However, they needed to build inventory, drive retail sales and improve margins as they expanded in national retailers.
Our Partnership:
- Guided team to improve margins
- Financed national retail expansion
- Supported operational improvements
- Encouraged marketing efficiency
Results To-Date:
- ~50% margin improvement
- 10x retail door growth
- 50% YoY Sales Growth
- 55% reduction in CAC
From Direct-to-Consumer to National Retail in 8 Months
"B2 has driven us to focus. They have helped us identify where to focus our efforts and how to improve. The results have been dramatic. We never could have envisioned the dramatic improvement in margins and marketing efficiency we have realized. We have done this without compromising what makes us special; in fact, we now better communicate to our customers about what makes us special"
OMI
Management Buyout
The Opportunity:
One of the two founders of the business wanted to sell and retire. The other founder wanted to invest in the business, expand its product portfolio and dramatically scale.
Our Partnership:
- Bought out partner
- Invested heavily in R&D
- Established near-shore facility
- Defined mission and values
Results To-Date:
- 2x increase in profitability
- Launching 3 new products
- Solving customer tariff issues
- Growing customer pipeline
Enabling Founder to Operate is Driving Growth and Long-Term Value
"B2 has been the partner I always wanted. They have given me the freedom to run my business while providing guidance and strategic insight. I was afraid of having another controlling partner, but they have been the opposite - there to help when I call, but not restricting my decision-making."
eTech Environmental
Founder Exit
The Opportunity:
The founder had built a strong business over many years. The founder wanted to retire and cash out, but there was not leadership transition in place.
Our Partnership:
- Acquired 80% of business
- Developed succession plan
- Mentored new leadership
- Improved operational processes
Results:
- Ultimate exit at 3x MOIC
- 6800% sales growth
- 2700% profit growth
- Preserved culture and legacy
Family Business Transition – Founder and Investor Success
"I was ready to retire but operated in a niche industry in a remote geographic area. B2 wasn't deterred. They bought me out, took care of my employees and customers, strategically acquired competitors and ultimately gave me a second bit of the apple when we they sold the business."
Additional Current Portfolio Companies
A broader view of our portfolio approach and a snapshot of other industries we are invested in. For more information about the team’s broader pre-B2 investment experience, reach out to the team
As One Insurance
Financed experienced team launching an innovative new product. Growth has been tremendous; employees are saving money and getting better care, and employers are reducing costs.
Out of the Blue
Financed restauranteur opening a new concept. His existing coffee shops are the best in town; now Lydia’s is packed and expanding hours. Join us for brunch – great atmosphere, friendly service, and amazing food.
Spray Foam Genie
Partnered with the franchise owner when he developed health issues. Rebuilt team and processes to drive growth, improve service, establish processes and establish leadership.
Investment Themes
We focus on businesses where we can add meaningful value through our operational expertise, network relationships and experience across industries and challenges
Growth Partnerships
Companies with proven business models ready for scale or expansion with a focus on profitability
WHAT WE PROVIDE:
Growth capital, operational expertise, partnership access, strategic focus, leadership coaching
Founder Transitions
Founder or family led companies ready for ownership succession or management buyouts
WHAT WE PROVIDE:
Stewardship, succession planning, leadership development, operational upgrades, transition capital
Turnarounds
Businesses with strong brands or customer bases that need operational improvement
WHAT WE PROVIDE:
Management talent and development, operational focus, capital, strategic guidance
Could Your Business Be Next?
We’re always looking for exceptional business owners ready for their next chapter
All initial conversations are confidential and without obligation.