Strategic Partners in Building the Next Stage of Great Businesses

For Owners
Talis Capital partners with owners pursuing a sale, transition, or growth partnership—providing near-term liquidity and aligned strategic support to build long-term value for the business, its people, and its legacy.

For Investors
Partnering with exceptional businesses in sectors where we can unlock strategic growth and deliver durable, long-term attractive returns.

Our Philosophy

Having been founders, leaders and investors ourselves, we believe great businesses are built by PEOPLE! Strategy, capital, and technology matter—but trust, collaboration, and shared ambition are just as critical to long-term success. That belief guides how we choose partners, structure transactions, and work together over time.

At Talis Capital, we believe the most compelling opportunities exist at the intersection of strong businesses with underutilized growth opportunities. Many lower-middle market companies possess exceptional products, people, and customer relationships—but lack the capital, resources, technical systems, or strategic support to scale efficiently. We strive to bridge that gap.

Our process is simple and thoughtful.

Talis partners with owners, management teams, and capital providers to pursue strategic growth initiatives tailored to each business. Our model emphasizes alignment, flexibility, and long-term value creation rather than rigid fund mandates.

We bring together:

  • Institutional investment discipline

  • Operating and founder experience

  • Technology and data-driven decision making

  • A pragmatic, partnership-oriented mindset

Our goal is not financial engineering—it is building better, more durable businesses.

Our Strategic Edge

Owner-Operator-Investor Mindset

As former founders, operators, and long-term investors, we understand what it takes to build and scale businesses of different sizes and scales—and apply that perspective to drive aligned decision-making to achieve durable and attractive long-term results.

Exceptional Businesses

We identify high-quality businesses with strong fundamentals, loyal customers, and ideally some differentiated offerings—but where growth opportunities are underutilized and thoughtful investment and execution can unlock the next stage of value.


Strategic Growth
Drawing on our hands-on experience scaling businesses from early-stage to enterprise scale, we help leadership teams identify and execute growth initiatives appropriate to their size, sector, and maturity—including market expansion, pricing optimization, and selective, complementary acquisitions—focused on scalable, profitable outcomes.

Technology Enablement
With more than 25 years of experience building, scaling, and investing in technology-driven businesses, we help companies modernize legacy systems and adopt tools, data, and processes that improve efficiency, insight, and scalability—without disrupting what already works.

How We Work

Who We Partner With

Most important, we look to partner with good people: collaborative leaders with a growth mindset who value partner alignment, transparency, and long-term thinking.

We partner with founders, owners, and management teams who have built strong businesses and are ready for the next chapter of growth.

These are typically companies with a solid foundation—profitable operations, loyal customers, and differentiated offerings—where thoughtful strategy, technology enablement, and selective acquisition can meaningfully accelerate scale.

Owner Alignment

We work best with owners and CEOs who are thoughtful about both liquidity and the future of their business. Our partnerships often include owners who:

  • View the transaction as the next phase of growth, not just a one-time event

  • Seek a thoughtful transition that balances near-term liquidity with the company’s long-term success—whether through continued involvement or a phased step back

  • Care deeply about their team, culture, and the legacy they’ve built

We recognize that every owner’s goals are different. Many seek near-term liquidity, while also wanting to preserve upside through continued ownership, future growth, or participation—active or passive—in the next chapter of the business.

Our role is to support owners as they take that next step — while ensuring the business they built continues to thrive.

Where We Focus

While we remain flexible by opportunity, we are drawn to sectors where strategic growth and technology enablement create durable advantages, including:

  • Business and professional services

  • Engineering and technical services

  • Tech-enabled and technology-adjacent businesses

We prioritize growth opportunity over labels—favoring companies with strong customer relationships, recurring or repeat revenue, and clear paths to scale.

Investment Profile

  • Revenue: $5M - $30M

  • EBITDA: ~$2M–$20M

  • Geography: North America, with flexibility by opportunity

Our Partnership Model

We believe the best outcomes are built through alignment and collaboration.

Identify Opportunity
We focus on businesses with strong foundations and untapped potential.

Align & Structure
We design partnerships that balance flexibility, alignment, and long-term objectives.

Execute Growth
We support strategic initiatives, operational improvements, and acquisition-driven expansion.

Build for Durability
We prioritize sustainable growth, culture, and long-term value creation.

Meet the Team

  • Proven financial and M&A expertise. Simple and clear communication while delivering disciplined execution and satisfying outcome for everyone.

    Former Owner

  • "Clear, strategic leaders who helped navigate complexity, make better decisions, and position the business for long-term value creation."

    —Founder and Owner

  • People-first leaders who protect culture, develop teams, and strengthen organizations while scaling the business.

    —Former Employee

  • Hands-on, trusted partners who work closely with owners and management teams—bringing alignment, steady execution, and confidence through periods of growth and transition while deliverying strong returns.

    —Former Investor

Let’s Build the Next Chapter—Together