Every day, 10,000 baby boomers turn 65 years of age. This trend, which started in 2011, will continue until 2030. Of this group, 65% of business assets with enterprise values under $50 million are held by baby boomers. As a result, Symmetrical Investments focuses on the ownership changes that are occurring and will continue to occur in the lower middle market.
Symmetrical partners with people-oriented businesses where a common sense approach to structuring a deal that works for all parties is prioritized. We structure transactions pre-LOI with a series of incentives designed for all parties to win, not one side at the expense of another.
Our firm was founded upon a burning desire for things to be square and the premise that a handshake can still be as good as a definitive agreement.
Symmetrical Investments invests its own capital into privately-held companies in order to create institutional value.