Entrust your legacy to a buyer you trust

If you’re a business owner searching for a responsible successor and seamless transition, you’ve come to the right place.

Selling your company is a big decision.

Why sell to us?

Our Business Approach

Fair Value

No one-way deals here. Purchase terms will be financially strong and honor the legacy you’ve built.

Quality Management

From customer loyalty to business results, high standards are at the heart of how we sustain long term success.

Team Focused

You’ve fostered a workplace that drives success. We appreciate the value of your team and will ensure they continue to thrive.

Meet our Founder

Shana Yu, Managing Partner

I’m committed to preserving small businesses because they are the backbone of communities and local economies.

My parents were my first inspiration in entrepreneurship. Their journey as immigrants from China instilled in me resilience, vision, and dedication. Watching them build a business while learning a new language taught me the power of hard work, grit, and adaptability. With their example, I approach business acquisition with a deep understanding of what it takes to succeed as a small business owner.

I’ve sharpened my leadership skills through hands-on experience at running global brands and startups.

With 15+ years across investments, food, and healthcare, I’m experienced at unlocking growth through key business levers. Following graduation from Pomona College, I managed portfolio allocation and due diligence for a $60M hedge fund, where I honed my skills in analytics and risk management. I then attended Kellogg Business School at Northwestern University to further round out my skills as a business operator. Since Kellogg, I’ve managed a number of iconic national brands (Cheerios, Fiber One, Birds Eye, Duncan Hines, Robitussin, Theraflu), as well as digitally driven direct-to-consumer startup businesses (AmazonFresh, Home Chef). As a management leader, I’ve led teams across marketing, innovation, tech and supply chain to drive business impact amidst tough challenges--- including scaling a meal kit business from $0 to $55 million in one year, and launching a $60 million award winning baking innovation to reinvigorate growth in a declining category. Through it all, I believe fostering a culture of trust and accountability among my team is the key to driving results.

I’m passionate about fostering community connection.

When I’m not working, I team up with AAPI groups to bring vibrant Asian holiday celebrations to life in our local communities. Having experienced the power of community firsthand as an immigrant family, it is important to me to create spaces where people can connect, share, and lift each other up.

 Our process is designed to ensure a stable and fair transition for you

  • I will gather insights about your business and offer a fair market assessment of its current value. A non-disclosure agreement will be signed to respect the confidentiality of your information.

  • I will draft a letter of intent (LOI) to express my interest in purchasing your business. This document outlines the basic terms of our agreement, such as the proposed purchase price, key assets included, and any conditions that need to be met before finalizing the deal. The LOI serves as a starting point for our negotiations and shows my commitment to moving forward with the acquisition process.


  • Upon receiving a counter-signed LOI from you, I I will initiate the due diligence process conducting in-depth reviews of financial records, legal documents, operational procedures, and market analyses.


  • The deal closes, and you receive purchase funds that reflect a flexible payout at a fair price. We embark on thoughtfully transitioning operations from you to ensure the longevity of the company.

  • I will focus on long-term growth, building on the foundation you built and empowering the team for success.

What companies are we looking for?

Business

  • Collaborative team with a strong culture

  • Loyal and diverse customer base

  • High competitive advantage for product(s) or service(s)

  • Strong historical operational performance 

  • Located in Illinois, New Jersey, New York or Minnesota

Industry

  • Stable and growing industry with low cyclicality

  • Mission critical product/service for customers

Financial

  • $500,000-$1MM EBITDA

  • Strong margins

  • Recurring revenue, growing year over year

Thinking about selling or know someone we should meet? Send us a message . We look forward to speaking with you.

shana.yu@leocrestcapital.com
(347) 422-7110