Intermediaries

Building Relationships through Integrity, Creativity and Initiative

JMH relies on the relationships we’ve developed over the last twenty years to introduce us to investment opportunities and operating executives.  These relationships consist of a wide range of transaction intermediaries, accountants, attorneys, lenders, executives and executive search firms. Developing and maintaining these relationships is central to what we do and an important element of our success.

Our focus on the lower middle market, and our ability to bring operating resources to each situation leads to a wide variety of transactions that can be driven by several factors including:

  • Retirement and estate planning, including generational transitions
  • Desire for diversification
  • Buy-out of minority shareholders
  • Finding the right equity partner to help accelerate growth
  • Divestiture of a non-core asset

Whatever the situation, we invest the time to understand the shareholder’s goals.  We pride ourselves on our ability to respond quickly, and do not hesitate to dig into more complicated or “story” transactions, so long as the business has a fundamentally sound business model.  We have a long track record of creative transaction structuring that has led to mutually successful outcomes for both the buyer and seller. Throughout each transaction review, you can be assured that we will:

  • Maintain complete confidentiality
  • Provide prompt feedback
  • Adhere to deadlines
  • Do what we say we’re going to do

To discuss our deal criteria or specific investment opportunities, we encourage you to contact our Director, Business Development, Mike Petit, at mpetit@jmhcapital.com or call (781) 522-1602

Buyside Fee Agreements

JMH enters into customary buy-side fee agreements for introductions to investment opportunities that are not already represented by another intermediary, or for those situations where JMH has not previously been introduced. Our standard fee agreement can be downloaded here.

Business Plan Submission

If you are an owner of a business and believe your company would represent a good fit with our investment criteria, you can download our Confidentiality Agreement here.