Your Partner for Growth and Transition
As a founder, you’ve poured years of hard work into your company and we respect that. When it’s time to think about succession, capital for growth, or taking some chips off the table, Methodica Capital is here to help you bridge the present with your “what’s next.”
HI THERE. WE’RE METHODICA CAPITAL
Considering selling your business or need growth capital? We can help.
At Methodica, we’re hyper-focused on helping our founders and business owners achieve their next chapter.
What We Do.
Acquisitions & Investments
Partnering with owners to acquire and grow private businesses.
We acquire and invest in founder-led and family-owned businesses in the lower middle market. Our role is to be a trusted partner—bringing not just capital, but also the experience, judgment, and resources needed to support sustainable growth. We look for companies with strong foundations and growth potential and help unlock their next phase of success.
Exit Planning
Helping owners achieve maximum value through thoughtful transition strategies.
For business owners preparing for a transition, we provide a thoughtful, partnership-driven path forward. We help design exit strategies that balance liquidity today with the opportunity for continued upside tomorrow, often through equity rollover or phased transitions. Our goal is to preserve legacy, reward years of hard work, and ensure a smooth journey into the next chapter.
Operational Expertise
Hands-on value creation through strategic, operational, and financial improvements.
Methodica Capital takes a hands-on approach to building value. We work alongside management teams to implement strategic initiatives, strengthen operations, and enhance financial performance. From optimizing working capital to pursuing strategic acquisitions, our operational playbook is focused on driving measurable improvements that position companies for enduring success.
Capital Structuring
Designing flexible funding packages for sustainable growth.
Every business is unique, and so is its path to growth. We create flexible capital solutions that align the goals of business owners, management, and investors—whether through seller rollover, family office partnerships, or creative debt and equity structures. Our approach ensures that each transaction is designed to achieve both near-term liquidity and long-term value creation.
OUR MISSION
At Methodica, our mission is to bridge the present with your “what’s next” through a proven process grounded in patience, integrity, and action.
We listen first, because your story matters. Your goals, your vision, your future—it’s all at the heart of what we do.
FAQ’s for Business Owners
Selling your business is a major decision and Methodica is here to guide you.
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For founder led and family owned business it can take many shapes. Sometimes there is another generation who wants to run the business but many times there isn’t.
Either way, we come alongside you to explore the options. If the business isn’t a good fit for us we likely know another interested investor.
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We Listen and Seek to Understand
Chances are, we’re talking because you are likely thinking about selling your business or bringing on a partner to help it grow. Together, we’ll take a close look at your leadership, the opportunities in your market, and where you see things going long term. Once things are understood, we will develop an initial 100 day plan and hit the ground running.
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Process Driven Approach
The process will begin with some initial meetings to determine if we are the right fit for each other and to build mutual trust. This is accomplished in face to face meetings where we can get to know each other and understand what your personal and financial goals are.
In the next step we gather some initial financial data on the company, customer base, and growth potential to warrant if it makes sense from an investment perspective.
If we both agree to take the next step we would conduct financial due diligence and any other necessary diligence and creating a tailored plan based on clear terms and growth strategies.
The final step would be consummating the agreement and putting the plan into action to grow and preserve your business legacy.
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We focus on creating long-term value by strengthening the core of your business—people, processes, and opportunities. That foundation fuels sustainable growth and positions founders and the business for what’s next.
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What’s Next
Core to our process is listening to what you really want. Are you looking to stay on and lead day to day operations or looking to us to take the reigns. Regardless, our goal is to ensure the business continues to thrive and have the legacy you build live on.
Our Investment Criteria
EBITDA
$2M to $10M
REVENUE
$10M+
GEOGRAPHY
Midwest and Mid-Atlantic
Ownership
Founder or family owned, seeking succession or partial liquidity
Insights for Founders
Notes from our Journal
