The Largest Wealth Transfer in US History

Investing in the Lower Middle Market

10,000 baby boomers started turning 65 every day, starting in 2011. This is a 19 year trend. 65% of all assets under $50M are owned by this class of people. You are living in the middle of the largest wealth transfer that the United States has ever seen.

Symmetrical Investments supports change of ownership situations where some or all of the current owners of a company are seeking to go in a new direction. Opportunities are less determined by the industry and more by the people. Strategies and structure should be agreed upon in advance of a transaction, so all parties are equally incentivized in moving forward.

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 is comprised of a group of partners who invest their own capital into privately-held businesses and create value through the institutionalization of one lower middle market company at a time.