Control and Minority Recapitalizations Designed Around Your Objectives
Control and minority recapitalizations offer different paths to liquidity, growth capital, and ownership transition.
Control Recapitalizations: Realize Liquidity and Retain Future Upside
A control recapitalization transfers a majority ownership interest to a new investor while often allowing existing shareholders to retain meaningful equity. The structure can provide substantial liquidity, facilitate succession, and introduce a partner with the capital and capabilities to support the company’s next phase of growth.
Integris positions the opportunity and runs a competitive process designed to optimize valuation, rollover economics, governance protections, and certainty of closing. We help shareholders evaluate each proposal in its entirety — not simply the headline valuation.
Minority Recapitalizations: Create Liquidity Without Relinquishing Control
A minority recapitalization introduces outside capital without transferring control of the business. It can provide shareholder liquidity, fund acquisitions or organic growth, diversify personal wealth, or facilitate the buyout of select investors while allowing existing owners to continue leading the company.
Integris helps clients determine the appropriate amount and form of capital, identify investors aligned with their objectives, and negotiate the valuation, governance, and liquidity provisions that will define the partnership long after closing.
A Disciplined Process Calibrated to Each Situation
Step 1
Define Shareholder Objectives and Evaluate Alternatives
We begin by understanding the shareholders’ objectives for liquidity, control, timing, and future participation. Our senior bankers assess the available control and minority structures, likely valuation parameters, and market considerations to determine the most appropriate path.
Step 2
Prepare and Position the Business
We develop the financial analysis, positioning, and materials required to articulate the company’s value and future opportunity. The process is then structured to attract partners capable of delivering the right combination of valuation, terms, and strategic alignment.
Step 3
Engage the Right Capital Partners
We conduct targeted outreach to selected financial sponsors, family offices, and other institutional investors suited to the opportunity. Integris manages investor dialogue and information flow to protect confidentiality, limit disruption, and create competitive tension.
Step 4
Evaluate, Negotiate, and Execute
We evaluate proposals across valuation, cash proceeds, rollover or dilution, governance, investor alignment, and execution risk. Our senior bankers lead negotiations, diligence, and documentation through a signed and funded transaction.
Three Decades of Advising the Middle Market
Integris Partners was founded to bring institutional-grade execution to middle-market transactions. Headquartered in Colorado and active nationwide, we have advised on transactions across closely held founder-owned businesses, sponsor-backed platforms, and public-company divestitures, all within a relationship model that has become rare in the industry.
Our pipeline is built almost entirely on repeat engagements and client referrals, and we believe we are only ever as good as our last reference.
“Integris expertly guided us throughout the process, ensuring a fantastic outcome for all stakeholders. We are thrilled with the results and eagerly look forward to watching Kenny’s continued success in its new partnership with Dessert Holdings.”
“As a veteran of the natural foods’ world, I had high expectations for how Noosa would be received in the market. Integris skillfully organized the consumer-focused private equity universe and managed the inbound interest we had received. Our shareholders were able to participate in a transaction that exceeded our expections.”
“We chose to work with Integris because they are more than just a service provider – they are a true strategic partner, bringing deep industry insight, market expertise, and exceptional process management to every stage of the transaction.”
“Integris was able to accentuate the truly special elements of our business and translate them into maximum value. Their team worked tirelessly to optimize the deal for our company, employees, and family throughout the process.”
“Integris brought deep industry knowledge, disciplined perspective, and proven execution capabilities, all of which were critical to achieving a tremendous outcome.”