Stage

Evolve

65 resources

Stage 10 of 10

Evolve What You've Built

What exists → what's next

What's next?

Organizations change, and success doesn't only mean selling. This stage covers transitions of every kind, from handing off leadership to becoming employee-owned to closing a chapter well.

This stage can include

  • Selling or merging
  • Acquiring another organization
  • Leadership transitions
  • Employee ownership
  • Becoming a cooperative
  • Handing off a program
  • Changing direction or rebranding
  • Spinning something out
  • Sunsetting an organization
  • Retirement

65 of 65 resources

  • Wealth Management

    ArrowMark Partners

    ArrowMark Partners is a privately held, employee-owned investment management firm founded in 2007 and headquartered in Denver, Colorado. Unified by a…

    Denver County · arrowmarkpartners.com

  • Industry Associations

    Association for Corporate Growth (ACG) Denver

    The Association for Corporate Growth (ACG) is the premier networking organization for middle-market professionals driving mergers and acquisitions, corporate…

    Denver County · acg.org

  • Family Offices & Private Equity

    Bailey Program for Family Enterprise at DU

    The Bailey Program for Family Enterprise is a resource hub for family businesses and family offices to learn and connect with others dedicated to sustainable…

    Denver County · daniels.du.edu

  • Foundations & Impact Funds

    Beyster Foundation for Enterprise Development (BFED)

    The Beyster Foundation for Enterprise Development (BFED) supports interdisciplinary research, higher education programs, and innovative place-based initiatives…

    National · beyster.com

  • Venture Capital & Corporate VC

    BIGR Ventures

    BIGR Ventures is a growth equity fund providing value-added, strategic partnership and capital to promising early-stage natural and organic products.

    Boulder County · bigrventures.com

  • Family Offices & Private Equity

    Blue Haven Initiative

    Blue Haven Initiative is an innovative family office dedicated to putting wealth to work for competitive returns and positive social and environmental change.…

    National · bluehaveninitiative.com

  • Legal & IP

    Bold Legal

    Bold Legal is a transactional and business law firm boldly committed to providing clients sophisticated transactional legal services with business acumen and…

    Denver County · bold.legal

  • Family Offices & Private Equity

    Bow River Capital

    Bow River Capital is a private alternative asset management company based in Denver, Colorado, focused on investing in the lower middle market in three asset…

    Denver County · bowrivercapital.com

  • Family Offices & Private Equity

    Brush Creek Partners

    Brush Creek Partners is a unique private equity firm founded and funded by entrepreneurs, families, and individuals, and many of us have worked and co-invested…

    Arapahoe County · brushcreeklp.com

  • Family Offices & Private Equity

    Cascade Investment Group

    We are investment professionals, with over 100 years of combined investment experience, who have established an investment firm that puts the interests of the…

    El Paso County · ciginc.net

  • Economic Development Organizations

    Center for Community Wealth (CFCW)

    We work to transform the current economic development system to a more inclusive and equitable model that prioritizes democratically-owned businesses…

    Denver County · communitywealth.org

  • Wealth Management

    Class VI Partners

    Class VI Partners provides investment banking and financial advisory services to middle-market businesses and entrepreneurs in Colorado and across the United…

    Denver County · classvipartners.com

  • Strategy, Growth & Operations

    Co-Own Strategies

    We help business owners design and execute employee ownership transitions to preserve legacy, retain top employees, and maximize returns.

    Denver County · co-own-strategies.com

  • Wealth Management

    Colorado Capital Management (CCM)

    Colorado Capital Management Inc. (CCM) is a Boulder based wealth advisor providing independent fee-only financial planning and portfolio management for high…

    Boulder County · coloradocap.com

  • Wealth Management

    Conscious Capital Wealth Management

    Conscious Capital began as a registered investment advisor (RIA) that moves capital for good, which is to say it works to fulfill each client’s life purpose…

    National · consciouscapitalwm.com

  • Family Offices & Private Equity

    Consolidated Investment Group (CIG)

    Consolidated Investment Group (CIG) is a leading-edge investment company managing a large, international portfolio. Since our founding in 2003, we actively…

    Arapahoe County · ciginvest.com

  • Family Offices & Private Equity

    Copley Equity Partners

    Established in 2012, Copley makes investments in privately held, lower-middle market companies. Copley invests out of an evergreen, single family office…

    Denver County · copleyequity.com

  • Family Offices & Private Equity

    Cornerstone Holdings

    Cornerstone Holdings is a private investment company backed by the Family Office of Bonnie and Tom McCloskey. Its mission is to create long-term wealth for the…

    Denver County · cstoneholdings.com

  • Wealth Management

    Crescat Capital

    Crescat Capital is a multi-disciplinary asset management firm, with strategies established in 1999 by Kevin Smith, CFA. We currently offer five hedge funds and…

    Denver County · crescat.net

  • Family Offices & Private Equity

    Crescendo Capital Partners

    Crescendo Capital Partners is a private equity group that invests in growing lower middle market companies operating across a broad range of markets and…

    Arapahoe County · crescendocp.com

  • Family Offices & Private Equity

    Crest Rock Partners

    Crest Rock Partners is an operationally focused investment firm dedicated to making control-oriented investments in the lower middle market. The firm invests…

    Denver County · crestrockpartners.com

  • Family Offices & Private Equity

    D Partners

    D Partners pursues a focused set of opportunities in the lower middle market where a proprietary thesis and proven hands-on execution can create outsized value!

    Denver County · dp-llc.com

  • Policy & Advocacy

    Democracy at Work Institute

    The Democracy at Work Institute expands the promise of cooperative business ownership to reach those communities most directly affected by social and economic…

    National · institute.coop

  • Coworking

    DenSwap Coworking

    DenSwap Coworking is the leading marketplace for coworking spaces that are looking to sell or grow through acquisition.

    Denver County · denswap.com

  • Family Offices & Private Equity

    Dry Fly Capital

    The partners at Dry Fly Capital are passionate about fueling business growth. We are looking to partner with owner/operators that are making a move to…

    Arapahoe County · dryflycap.com

  • Venture Capital & Corporate VC

    Edited Capital

    Edited Capital is pioneering a new asset class in tech investing. Our approach is methodical yet transformative: we acquire promising B2B software companies…

    Denver County · editedcapital.com

  • Family Offices & Private Equity

    Ethos Software

    Ethos Software (formerly TDV Capital Partners) acquires B2B SaaS businesses and then invests capital and operational expertise to drive growth. Our strategy is…

    Denver County · ethossoftware.com

  • Family Offices & Private Equity

    Excellere Partners

    Excellere Partners is a Denver-based private equity investment firm, specializing in partnering with entrepreneurs and management teams - building enduring…

    Denver County · excellere.com

  • Communities & Spaces

    Exit Planning Exchange (XPX) Denver

    The Exit Planning Exchange (XPX) is network of nonprofit associations of diverse, middle-market advisors across 12 professions, who work collaboratively to…

    Denver County · exitplanningexchange.com

  • Family Offices & Private Equity

    First Hill Partners

    Founded in 2010, First Hill Partners is a middle market investment bank dedicated to providing high-touch, advisory services to founders, companies and…

    Denver County · firsthillpartners.com

  • Family Offices & Private Equity

    Fisher Capital

    Fisher Capital is a private equity firm that invests in entrepreneurial businesses and commercial real estate.

    Arapahoe County · fisher-capital.com

  • Communities & Spaces

    Founders Pledge

    Founders Pledge is bridging the gap between the private and social sector, by encouraging entrepreneurs to apply the same rigour and thoughtfulness to their…

    Statewide · founderspledge.com

  • Family Offices & Private Equity

    FrontRange Capital Partners

    FrontRange Capital Partners is a real estate private equity firm focused on strategic partnerships with leading middle-market real estate companies. Founded in…

    Denver County · frontrangecap.com

  • Family Offices & Private Equity

    Grey Mountain Partners

    In an industry populated by financial executives and firms with a stock-picking mentality, Grey Mountain Partners stands alone as a private equity firm founded…

    Boulder County · greymountain.com

  • Service Providers

    Intrinsic

    At Intrinsic, we partner with private equity funds and middle market teams to help them navigate their toughest financial decisions and challenges. Through…

    Denver County · intrinsicfirm.com

  • Family Offices & Private Equity

    Investors Management Corporation (IMC)

    IMC is a privately held company that strives to be a responsible owner of businesses that make a positive impact on others. We aspire to grow our family of…

    National · investorsmanagement.com

  • Venture Capital & Corporate VC

    Iron Gate Capital

    Iron Gate is a venture capital firm formed in 2005 by entrepreneurs for entrepreneurs. Today we serve over 60 families—primarily 1st generation wealth of…

    Denver County · irongatecapital.com

  • Legal & IP

    KO Law PC

    KO Law is a results-driven corporate and transactional law firm that helps established brands and emerging companies achieve meaningful business outcomes. We…

    Denver County · kofirm.com

  • Family Offices & Private Equity

    KSL Capital Partners

    KSL Capital Partners, LLC is a premier investor in travel & leisure across five primary sectors: hospitality, recreation, clubs, real estate and travel…

    Denver County · kslcapital.com

  • Family Offices & Private Equity

    Lion Equity Partners

    Lion Equity is a private equity firm focused on acquiring divisions of larger corporations and have significant experience in the divestiture process. Our…

    Denver County · lionequity.com

  • Family Offices & Private Equity

    LotusGroup Capital

    LotusGroup Capital is a Denver-based alternative asset management firm delivering cost-efficient and intelligent private offerings to accredited investors.

    Denver County · lotusgroupcapital.com

  • Family Offices & Private Equity

    Mantucket Capital

    Mantucket Capital is a Denver based private investment firm and family office. Our private equity team is operationally focused and leads control-oriented…

    Denver County · mantucket.com

  • Wealth Management

    Marsico Capital Management

    Founded in 1997, Marsico Capital Management, LLC, a Denver, Colorado-based company and the investment adviser to the Marsico Funds, employs a high-conviction…

    Denver County · marsicofunds.com

  • Family Offices & Private Equity

    Mass Equities (MEQ)

    MEQ is a boutique private-equity real estate investment firm that invests across a broad spectrum of real estate asset classes and markets. Our strategic…

    Boulder County · masseq.com

  • Family Offices & Private Equity

    Meridian Growth Partners (MGP)

    MGP is a private investment firm that is focused on identifying, acquiring, and operating privately-held businesses with the goal of driving growth and…

    Arapahoe County · wearemgpartners.com

  • Family Offices & Private Equity

    Meritage Funds

    Over 40 years ago, our founders united to oversee venture capital and private equity funds. Since then, we've raised over $1 billion across multiple funds and…

    Denver County · meritage.vc

  • Family Offices & Private Equity

    Mountaingate Capital

    Mountaingate Capital is a Colorado-based, growth-focused private equity investment firm that partners with founders and entrepreneurial companies to accelerate…

    Denver County · mountaingate.com

  • Wealth Management

    ONE Bow River

    ONE Bow River is a private alternative asset management company based in Colorado, focused on investing in the lower middle market in private equity. ONE Bow…

    El Paso County · onebowriver.com

  • Economic Development

    Ownership Works

    Ownership Works is a nonprofit organization that partners with companies and investors to provide all employees with the opportunity to build wealth at work.…

    Statewide · ownershipworks.org

  • Communities & Spaces

    PEF Community

    The world's largest vetted community for founders who have already had their exit. The room you're invited into after the outcome.

    Statewide · pef.co

  • Marketing, Branding, & PR

    Psyche Digital

    Psyche Digital is an embedded marketing agency for growth-stage startups. We install and operate marketing systems inside B2B companies in Clean Tech, AgTech…

    La Plata County · psychedigital.com

  • Universities & Research

    Purposeful Planning Institute (PPI)

    Purposeful Planning Institute (PPI) is a nonprofit learning center and professional networking and collaboration platform for advisors and consultants serving…

    Denver County · purposefulplanninginstitute.com

  • Family Offices & Private Equity

    Revelstoke Capital Partners

    Revelstoke is a private equity firm formed by experienced investors who focus on building industry-leading companies in the healthcare services and healthcare…

    Denver County · revelstokecapital.com

  • Economic Development Organizations

    Rocky Mountain Employee Ownership Center (RMEOC)

    At the Rocky Mountain Employee Ownership Center (RMEOC), we believe in building an economy that works for everyone. We help business owners, workers, and…

    Denver County · rmeoc.org

  • Legal & IP

    Rubicon Law

    Rubicon Law provides modern legal counsel for ambitious, high-growth companies – from the earliest days through complex fundraising, commercial scaling, and…

    Denver County · rubiconlaw.com

  • Family Offices & Private Equity

    Rubicon Technology Partners (RTP)

    Rubicon Technology Partners was established in 2012 as a lower-middle market private equity firm focused on partnering with founders and management teams of…

    Boulder County · rubicontp.com

  • Wealth Management

    Smith Capital Investors

    We are an investment management firm rooted in the ideals of the West and dedicated to the principles of integrity and accountability. Our word and the bond it…

    Denver County · smithcapitalinvestors.com

  • Family Offices & Private Equity

    Sopris Capital

    As a 20-year-old investment firm with a single source of long-term capital, we have the flexibility and agility needed to act quickly and to deploy our…

    Pitkin County · sopriscapital.com

  • Family Offices & Private Equity

    The Broe Group

    Founded in 1972, The Broe Group is a private, multi-billion-dollar investment group with diversified holdings throughout 41 North American states and…

    Denver County · broe.com

  • Programs

    The Industrial Commons

    The Industrial Commons founds and scales employee-owned social enterprises, industrial cooperatives, and supports frontline workers to build a new southern…

    Statewide · theindustrialcommons.org

  • Economic Development Organizations

    The National Center for Employee Ownership (NCEO)

    The NCEO is a nonprofit organization, established in 1981, whose mission is to make employee ownership thrive by making it bigger and better. Our members…

    National · nceo.org

  • Foundations & Impact Funds

    The Partners Fund

    The Partners Fund is an alternative income fund specializing in generating consistent, sustainable income through alternative assets. The fund focuses on…

    Denver County · thepartners.fund

  • Industry Associations

    VetFran

    VetFran connects your military experience with real franchising opportunities, so you can pursue business ownership with structure, support, and a proven path…

    National · franchise.org

  • Wealth Management

    WD Wealth Strategies

    At WD Wealth Strategies, we specialize in providing tailored solutions for our ultra-high net worth clients. Our team of experienced advisors understand the…

    Douglas County · wdwealth.com

  • Communities & Spaces

    Women of M&A Network (WoMAN)

    WoMAN is a professional membership organization formed to unite and inform women who work in the Mergers & Acquisitions industry. WoMAN provides unparalleled…

    Denver County · womanglobalgroup.com