For Intermediaries

Building long-term partnerships

CORE is a high-integrity, collaborative, operationally focused partner with a track record of working successfully with intermediaries who have put their trust and confidence in us to share their most prized client relationships.

We believe in the critical benefits of partnering with quality investment bankers, business brokers, attorneys, wealth managers, and other intermediaries. With our flexible capital and committed funds, we can work quickly with your client to structure a transaction that provides full liquidity for retirement or allows the seller to roll over a meaningful portion of their equity to benefit from CORE’s leadership and operating experience.

Our deep investment experience and track record spanning most industrial verticals, along with our operational approach to growth, ensures that you and your client will always be met with a high level of professionalism and honesty.

Why Work With CORE

Track Record

CORE’s highly experienced partners are 18-time former CEOs / Presidents prior to CORE across manufacturing, industrial technology, and industrial services companies with 100+ transactions prior to and including CORE.

Speed and Flexibility

We utilize committed institutional capital to close transactions at whatever pace is comfortable for your client. Our flexible mandate also allows complete discretion on rollover equity.

Strategic Growth

Our operational experience, industry connectivity, and resources allow us to develop strategic growth plans, recruit new talent, and source complementary add-on acquisitions to help advance your client’s leadership in the market.

Investment Criteria

Transaction Types

Family Succession

Leveraged Buyout

Growth Capital

Management Buyout




Up to $200 million


Up to $20 million


Up to $100 million (additional equity available as needed)

Transaction Type

Majority Control


North America (international add-ons)

Submit an Opportunity

CORE always welcomes introductions from intermediaries. If you are aware of an interesting opportunity or are seeking an experienced capital partner for your client, please reach out to us. We will respond promptly and with the strictest of confidence.

We look forward to hearing from you.

Submit Your Opportunity

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