EOS Worldwide

Situation

Founded in 2000 by Gino Wickman and Don Tinney and popularized by Wickman’s best-selling book Traction, EOS has helped over 48,000 entrepreneurs and their leadership teams run better businesses and lead better lives. The company’s more than 200 Professional EOS Implementers across the globe help business owners and leaders harness a set of simple concepts and practical tools to clarify, simplify and achieve their Vision.

EOS leadership sought to find the right partner in support of its ongoing growth.

Solution

The nature of EOS’ business, with its emphasis on helping clients creating honest, open, passionate environments that allow their businesses to thrive, made finding the right fit with the buyer’s vision and culture a vital consideration in the search process.

As exclusive financial advisor to EOS, Amherst ran a robust and competitive process to identify a buyer with a background and a vision for this type of professional services organization.

Results

The Company’s leadership team immediately recognized the potential of a partnership with Firefly, whose long-term, collaborative approach has resulted in a track-record of helping companies across a variety of industries create lasting value. Moreover, for Firefly, the acquisition has personal significance as it follows several years of the successful implementation of EOS across the firm’s other portfolio companies.

EOS’ CEO Mike Paton and Kelly Knight, the Company’s President, remain significant owners of and will continue to lead EOS. Founders Gino Wickman and Don Tinney retain ownership interests in the Company, as well, and will continue to be active within the EOS community.

New Canaan Funding, a mezzanine firm with offices in New York and Chicago, provided financing for the transaction.