Investing Alongside Our Advisory Work

Sperley Partners is both an advisory firm and an active investor in privately held businesses.

We evaluate and pursue investments with the same discipline, underwriting standards, and long-term perspective we bring to every client engagement.

Our focus is on acquiring and investing in profitable, well-run companies with

We target companies with proven revenue streams and predictable cash flow, providing a solid foundation for long-term investment.

Our focus is on businesses with strong leadership in place or minimal day-to-day management requirements, ensuring operational stability.

We seek opportunities where strategic improvements, efficiency gains, or expansion initiatives can meaningfully enhance value.

We invest with patience and discipline, partnering with businesses for sustained growth rather than short-term gains.

We approach valuation as owners, not intermediaries. Our analysis is grounded in sustainable cash flow, downside protection, and realistic growth assumptions—prioritizing durability over projections.

We pursue investments through direct outreach, proprietary deal flow, and trusted relationships. Every opportunity is evaluated discreetly, with respect for confidentiality and operational continuity.

We structure investments with a focus on alignment and risk management. From equity participation to seller involvement, we prioritize structures that support long-term success for all parties.

We manage the investment process from initial evaluation through closing. By maintaining momentum, coordinating advisors, and addressing issues proactively, we ensure transactions are executed efficiently and professionally.