For Business Owners
So, how do we create value? Creating value in lower middle market companies is a repeatable “method”. If you do not have a method, it is called “hope.” We call ours the AdCap Advantage.

AdCap Advantage
When you boil it down, we believe creating value in small businesses is about three things:
- Having a Strategy & Execution Plan to drive growth and execution
- Developing great leaders and leadership teams
- Having infrastructure excellence to scale the busines
When done correctly, these three areas of focus help drive value at exit.

Developing Leaders and Leadership Teams
We have found that small businesses don’t have access to leadership best practices and learning–and when you are expecting them to double in size, they need it most.
Professionalizing and improving leadership are key elements to multiple arbitrages in the lower middle market. Having a core belief in People, we wanted to make this actionable, and that is why we developed ADCAPU.
ADCAPU equips portfolio business leaders with the tools needed to drive growth in their respective organizations. Your Adcap Operating Partner will work with you to tailor a Human Capital Plan for your organization’s success. Elements may include:
For you
CEO Coaching & Immersive Training
For your Leadership Team
Tailored Training & Based on Measurement Needs
For your Organization
Organizational Diagnostics & Monitoring
For Human Resources
Selection of New Talent & HR Certification
CEO Conference and Webinars
Sometimes, being the CEO of a small company can be insular, and having access to leadership development and best practices is hard to come by. AdCap hosts an annual CEO Conference and webinars tailored to the needs of lower-middle-market CEOs. Peer group learning like those mentioned sharpen skills to help you have an even bigger impact on your business.
Finance Center of Excellence
Typically, one of the most impactful ways to create value in a formally family-run business is by improving the critical finance function. The goal is reliable and useful information produced with a repeatable capability. When done properly this can have a significant impact on improving a company’s value. This is why we created the ADCAPU finance center.
Elements of this include: