04 — What We Offer Strategic ownership · Not a fund

We are not a
private equity
firm.

For sellers · For advisory clients
For portfolio operators

We don't manage a fund. We don't have limited partners demanding a 5-year exit. HerGrowth Holdings acquires businesses to own and strengthen them — long term. When you sell to HerGrowth, you're choosing an ownership partner who will install accountability, invest in your team, and grow what you spent years building. We bring a portfolio of shared resources — technology, marketing, financial oversight, and executive leadership — that no single business could afford alone.

01 — A different model

Two ways to be acquired.
One is ours.

Traditional PE
  • Fund-driven, LP-pressured timelines
  • 5-year exit clock from day one
  • Strip costs, optimize for resale
  • Replace the team, install consultants
  • Anonymous capital, transactional
HerGrowth Holdings
  • +Operator-led, long-horizon ownership
  • +Generational, no exit clock
  • +Strengthen, then grow what's there
  • +Invest in your team and your systems
  • +Personal capital, relational always
02 — What we bring

Six things every
portfolio company
gets on day one.

Not a services menu. Not a referral. These are the operational levers HerGrowth installs in every business we acquire — because they're the difference between a company that compounds and one that drifts.

01Strategic

Strategic Advisory

Setting direction, evaluating opportunities, and supporting major decisions at the ownership level.

02Operational

Executive Accountability

Installing performance frameworks, KPI systems, and corrective action processes that drive results.

03Financial

Capital Access

Leveraging HerGrowth's lender, CDFI, and investor relationships to fund portfolio company growth.

04Leadership

Fractional Executive Leadership

Deploying fractional CEO, CAO, and Sales leadership during transitions and performance gaps.

05Shared

Portfolio Resource Sharing

Shared access to marketing, technology, HR, and financial infrastructure across the portfolio.

06Governance

Governance & Board Support

Formal board oversight, quarterly reviews, and strategic planning at the holding company level.

03 — For businesses not yet ready to sell

Years from selling?
That's a feature.

We work with select business owners through pre-acquisition advisory engagements — helping build the operational infrastructure, accountability systems, and leadership teams that drive value and position a business for a strong future transaction. Many of our best acquisition conversations started as advisory relationships.

A

Pre-Acquisition Advisory

Building value, systems, and exit readiness before a formal transaction.

B

Business Readiness Assessment

An honest evaluation of where your business stands and what it would take to be acquisition-ready.

C

Fractional CAO Engagements

Accountability systems and corrective action leadership deployed directly into your organization.

D

Fractional Sales Leadership

Revenue strategy and sales execution for businesses ready to grow before they sell.

E

Exit Planning Advisory

Valuation preparation, documentation, and operational readiness for a future transaction.

F

Self Mastery Society Referrals

Executive coaching and leadership development for founders and senior leaders, via Kari's advisory firm.

"
When you sell to HerGrowth, you're choosing an ownership partner — not an exit.
— Kari Yasi · Lead Managing Partner
04 — When you're ready

Sell now, or
build first.

Whether you want to sell this year or you're a few years from ready, we'll meet you where you are. Every conversation begins with a person, on a 30-minute call, within 5 business days.