thoughtfully building promising ideas into thriving businesses
Unlocking the true growth potential of your business through collaboration, refining thesis and industry positioning, and achieving step-function enterprise value discovery.
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Focus
Bold Counselor Capital (“BCC”) is an industry-agnostic independent sponsor powered by a management team with over 20 years of collective deep investment, operational, and transitional growth experience.
We are constantly pursuing new investment and acquisition opportunities, with a focus on majority ownership stakes through capital support from our equity and debt capital sources, on a deal-by-deal basis.
01. Primary Mandate
Leveraged +
Management Buyouts
Growth
Investing
Turnaround +
Restructuring
02. Secondary Mandate
Recapitalizations
Consulting
Management
Support
Capital
Introductions
We are generalists by investment mandate, with direct experience in the following industry categories:
Business Services
Consumer Products
Education
Franchises
Financial Services
Healthcare
Manufacturing
Software
Technology
We are primarily interested in profitable businesses with $2M–$10M+ EBITDA, though have the flexibility and creativity to pursue opportunities out of this loose scope, both in industry type and business size.
$2M–10M+
Target EBITDA
Values
At Bold Counselor Capital, we prioritize truth, honesty, and transparency. To us, a partnership built on a genuine relationship can alone deliver market-leading returns. Under this creed, we operate under the following fundamentals:
Relationship and Company First
We prioritize a comprehensive set of meetings to discover the nature of your management and the goal of your organization.
Fair and Transparent Execution
We work with your intended transition and capital goals, and arrive at a fair price supported by our equity and debt pools of capital.
No B.S. and Efficient Follow Through
We are here to help take your business to the next level and not to waste your time. We move quickly and honestly to close efficiently and achieve the precise outcomes you are searching for.
Creative Problem Solving Mindset
We are not a one-size-fits-all shop. We are able to be flexible and recognize opportunity in a variety of forms, and can work to provide the bespoke solutions necessary to drive your business forward.
How we partner
01.
No Upfront Proceeds / Cash Out
At Close:
0% paid out at closing
Future Value: 100% "rolled" ownership in a new "entity or co" that will deliver returns at a higher projected valuation
Strategic Purpose: Cash infusion to accelerate growth and enhance enterprise value
02.
Partial Proceeds / Cash Out
At Close:
60-90% paid out at closing
Future Value: 40-10% "rolled" ownership in a new "entity or co" that will deliver returns at a higher projected valuation
Strategic Purpose: Take money off the table but participate in higher future returns
03.
Full Sale / Exit
At Close:
100% paid out at closing
Future Value:
None
Strategic Purpose: Congrats on a successful venture!
Story
Bold Counselor Capital was founded by two brothers who have complementary skill sets and experience building first-in-class companies and organizations.
Together, we have acquired, invested, or incubated over five companies with high growth profiles through an investment thesis centered on empowering existing management to outperform and deliver an improved enterprise from within.
With our collective D1 collegiate sports backgrounds at Brown University and Yale University, we are passionate about creating a new sense of purpose and drive within the companies we partner alongside.
Bold Counselor Capital is a tribute to Auguste Rodin’s “The Thinker” – a motif of the transformative power of comprehensive analysis.
Team
Dedicated to creative discovery and enterprise outperformance
Managing Partner
Conrad Oberbeck
Founder / Operator / Entrepreneur
Conrad built a scalable consumer packaged goods (CPG) company alongside over eight years of investment experience at Bold Counselor Capital, Saratoga Investment Corp, and Cushman & Wakefield.
Managing Partner
John Eric Oberbeck
Founder / Brand Specialist / Entrepreneur
John Eric has 10+ years of experience building culturally resonant, creatively differentiated brands from CPG to hospitality. His work has been featured in major publications like Architectural Digest, Design Milk, Domino, and Vogue.
Consulting
In addition to our acquisitions and investments, we offer an array of consulting services including:
01. M&A Transaction and Execution Support
We have extensive M&A experience and are always eager to help facilitate a transaction that will deliver a partnership-focused outcome.
02. Management Consulting
We are founders and managers by trade, and we offer services to step into management positions or consult management teams on organization-level decisions.
03. Operational Reorganization
We are very focused on margin profiles and employee efficiency across a company and can readily discover opportunities to improve profitability and team output.
04. Brand Transition
We have acquired, invested, and personally built brands, and we know how important the face of a company is. We can help repackage your brand to better reflect your business offerings and direction as a company.