So happy we found you

Welcome. We are mid-career managers ready to take on the day to day management of a wonderful company like yours, purchase some ownership, and become a part of the next generation of your firm. If you're looking for someone to join your team instead making you join their team, you've found the right folks.



Who we are

We are experienced mid-career management professionals and entrepreneurs seeking our next opportunity to grow as partners in a wonderful mid-size company.

Fiona studied accounting at Bentley, earned a CPA and joined Ernst & Young working in healthcare and consumer technology sectors. After several years she joined a high growth venture backed agriculture startup as a VP of Operations and Strategy. It was here that she discovered the joy of helping COOs prioritize, and that managing a balance sheet well is science and art.

Caleb studied computer science at West Point, and served in Iraq with the Army. Following the service, he went back to school to study business. He worked as a consultant to global corporations and leading investment firms, first with a leading global firm and then through his own small firm.

Along our journey, we discovered a love for mid-sized firms like yours, and what they do for their families and community. So we found some investors and began our search for a business owner who might also be looking for a growth or succession partner.

If you're looking for a larger firm to swallow your team, your customers, or your brand, we're not for you.  If you would like to be owned and managed by a private equity financial firm as one of their portfolio companies, we're not for you.

We are entrepreneurs seeking to become part of business with a solid foundation able to keep growing. We founded Savana Partners, our small partnership that will help sponsor us with the capital we need to join you and keep us improving and growing. These partners are a healthy mix of successful entrepreneurs, investors, and family offices.

Whether you're looking for a clean exit or to stay and grow together as partners, we would love the opportunity to be part of making your next chapter successful. If you are reading this page, then you're likely already talking to us. If not, we hope to hear from you!

Our visionary High Chair, Savana, and employees 1 and 2.