Cordis Ventures

Strategic continuity, operational clarity, and board-level partnership for owners facing transition.

Explore a Strategic Partnership

What Ventures is

An independent sponsor model designed for transitions where money alone isn’t enough.

We provide operational clarity, board-level governance, and strategic continuity during the most consequential chapters of an owner’s life.

What Ventures is not

Not a fund. Not a broker. Not a placement agent.

We do not sell products, raise capital from the public, or operate as a financial intermediary.

Ventures is a strategic partnership structure, not a financial product.

Our role is hands-on: leadership, governance, preparation, continuity, and operator support during complex inflection points.

We are selective, conflict-free, and committed to alignment.

Every engagement is tailored, relationship-based, and built around the owner’s long-term outcomes, not distribution, quotas, or outside investors

Where Ventures Particpates

Post Sale Continuity

For buyers and sellers who want stability after closing.

We provide transitional leadership, operational clarity, and governance to ensure the business thrives in its next chapter.

Founder-to-Operator Transition

For owners stepping back and elevating new leadership.

We provide structure, governance, and clarity so the operator inherits a stable, aligned, and high-performing foundation

Partner and Shareholder Buyouts

For businesses navigating ownership changes inside the walls.

We provide stability, valuation clarity, negotiation leadership, and continuity so transitions are fair, calm, and value-preserving.

Distressed but Salvageable

For businesses facing operational strain, stalled growth, or mounting complexity.

We restore clarity, rebuild structure, and provide hands-on leadership to stabilize the company and protect long-term value.

Family Enterprises Transitions

For families navigating generational change, blended ownership, or shifting roles.

We provide governance, alignment, and continuity so the business, and the relationships behind it, remain strong and stable

Complex Personal Situations

For owners navigating divorce, health events, sudden change, or misalignment.

We bring stability, discretion, and structure so the business stays protected while life is being rebuilt

Our Model

Ventures exists to create clarity, continuity, and value during the most important inflection points of an owner’s life.

Our structure blends strategic advisory, board-level governance, and operational support, with alignment built directly into the economic design.

How Ventures Works

  • Strategic Retainer Alignment

    A monthly retainer designed to ensure access, continuity, and hands-on involvement throughout the transition.

    It aligns pace, expectations, and commitment without introducing conflicts or outside stakeholders.

  • Equity-for-Advisory Participation

    Selective, minority equity positions granted in exchange for leadership, governance, and value creation.

    This structure creates long-term alignment without raising a fund, selling products, or bringing in outside investors

  • Continuity & Transition Leadership

    Ventures can step in to stabilize operations, support the incoming operator, lead key initiatives, and ensure the business stays aligned through critical early chapters.

    Our goal is to protect value while reducing the pressure on owners, families, and teams during transition.

  • Governance & Board Level Structure

    We implement disciplined governance, clear reporting, decision frameworks, and alignment tools so owners, families, operators, and stakeholders remain synchronized.

    This structure protects value, reduces friction, and ensures continuity as the business evolves

Our Participation Structure

Ventures engagements are designed to align incentives, protect owners, and reinforce continuity, without outside investors or fund structures.

Each partnership blends advisory involvement, strategic leadership, and selective equity participation based on the needs of the business.

Retainer Structure

A strategic monthly retainer that ensures continuity, access, and hands-on support throughout the transition.

Structured to match involvement level, pace, and the complexity of the situation, without introducing conflicts or outside incentives.

Equity Mechanics

Minority equity participation granted in exchange for strategic leadership, governance, and measurable value creation.

Designed to align long-term incentives without raising a fund, selling products, or taking control.

Buyback Formula

Equity may be repurchased by the owner or successor at a predetermined formula tied to value creation, typically a multiple of increased earnings or measurable improvements.

Built to ensure fairness, simplicity, and alignment without long-term entanglements

A Private Dialogue at the Moment It Matters Most

You share your position and your priorities. We bring structure, perspective, and the experience needed to navigate the next phase with confidence and discipline.

Connect Privately