Serving investors who own lower middle market businesses

VVAM serves investors who own lower middle market businesses via separate accounts and private asset affiliates.  Owners of companies valued between $10 million and $100 million often have the majority of their net worth concentrated within their business ownership, creating complex risks and opportunities.

When customizing portfolios for business owners, we leverage our private markets experience to diversify and optimize the unique sources of risk and opportunities created by owning a closely held business.  

We place the closely held business asset at the center of the investment process to ensure the owner’s investment portfolio complements and diversifies the risks and rewards of the underlying industries and end markets their businesses serve.

Liquidity Event Strategies & Support

As an active investor in lower middle market businesses, we apply our private markets experience to evaluate the risks and value drivers underlying our investors’ closely held businesses.  For our investors considering or navigating a sale, VVAM provides independent guidance across the private markets M&A process.

Business owners often enter a complex M&A environment shaped by service providers incentivized by transaction outcomes. In what is frequently the most significant financial decision of their lives, owners may lack access to objective, strategic advice.

While tax advisors and legal counsel play critical roles, they may have limited exposure to private market transaction dynamics. VVAM serves as an unbiased resource, offering current insight into valuation trends, deal structures, and market conditions, and supporting our investors throughout their M&A journey.

Expand Your Personal Advisory Board by Connecting with Our Network

Personal Advisory Board

At VVAM, we are happy to introduce our investors to a network of service providers such as accountants, attorneys, investment bankers, and industry operating experts. We also offer opportunities for investors to communicate with each other at VVAM-sponsored events. If you have specific needs, we tap our extended network to help solve unique challenges.

Maximize Your Outcomes— Leverage Us While You Focus on Operating Your Business.
Vail Valley Asset Management

Vail Valley Asset Management, LLC ("VVAM") is a Registered Investment Advisory firm located and registered in Florida and Colorado.  VVAM Capital Partners, LLC is associated with a collection of private investment funds, “general partner” entities and “back office” entities that generally utilize the “VVAM” and “Vail Valley Asset Management” brand name and often are referred to colloquially as “VVAM”.  Vail Valley Asset Management, LLC and VVAM Capital Partners, LLC, share investment and research personnel.

Contact

General inquiries: info@vailvalleyam.com    

Recruiting inquiries: recruiting@vailvalleyam.com

         


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