Generational Equity Advises Shipley Associates in its Sale to Petra Capital Partners and Patriot Capital
Summary
Patriot seeks to make growth-oriented investments in businesses with annual revenues between $10 and $200 million that exhibit long-term positive trends and sustainable competitive advantages in their markets. “We are thrilled to have new investment partners who are focused on facilitating Shipley’s global growth, innovation, and leveraging of technology solutions while continuing our thought leadership role in the business-winning industry. Likewise, we appreciate the tremendous contribution of our previous ownership group and remain dedicated to providing the industry with exceptional talent through our skilled consultants, trainers, and employees,” said Todd Barnett, Chairman & CEO of Shipley. As clients continue to seek industry best practice expertise, training, and key personnel to support must-win pursuits, Shipley will maintain its legacy of being responsive and customer-focused. Their six-step approach features strategic and tactical growth consulting, exit planning education, business valuation, value enhancement strategies, M&A transactional services, and wealth management.