We want to acquire an industrial business to lead it with respect, care, and long-term conviction. We’re not private equity. We don’t buy companies to cut costs and flip them. We don’t outsource operations or disappear after the ink dries. We’ll be the ones running your company, so it matters that we get to know each other.
If you’re looking for someone who will protect your legacy and grow what you’ve built, here's what working with us will be like.
A straightforward conversation to see if there's alignment — both personally and professionally.
Before we talk numbers or structure, we take the time to get to know you — and the business you’ve built. What matters to you, where you see things going, and what an ideal transition looks like. We’ll share how we operate and what we value.
There’s no pitch deck. No pressure. Just a thoughtful conversation about whether we’re a good fit for each other. We’ll also talk through what we’re looking for — and where we’re flexible.
We generally focus on:
If there's mutual interest, we take a closer look — at your pace.
Once we’ve signed a confidentiality agreement, we’ll begin learning more about the business: its strengths, its challenges, and where it’s headed. We’ll visit your facility, meet key people (if appropriate), and continue the conversation with openness and respect.
You’ll get a clear picture of how we work. Together, we’ll determine whether Vertex is the right team to carry your business forward. If it makes sense for both sides, we’ll put together a fair, straightforward offer.
We’re not lawyers, but at this point we'll work with our team of trusted advisors to document what we’ve agreed to in a plain language letter of intent.
Professional. Predictable. Fair. If an offer is accepted, we expect a couple months of diligence prior to closing.
While we haven’t bought dozens of businesses, we’ve led major operational transitions, managed large teams, and earned trust by doing the work. That’s the mindset we bring to diligence.
We focus on five principles:
Our goal is to make the process feel professional and manageable, like a well-tuned operation.
Continuity, not disruption — and a commitment to building on what you’ve created.
After the deal closes, we'll step in to lead the business. You won’t be handed off to a new face. You’ll be working with the same people you’ve known from the beginning.
We don’t show up with a rigid playbook. We take time to understand the business, earn the team’s trust, and gradually implement thoughtful improvements.
If you’d like to stay involved, we’re open to retained equity, advisory roles, or phased transitions. If you’re ready to step away, we’ll make sure that handoff is smooth and respectful.
This is where the real fun begins for us, and where we do our best work.
