Category: 2026

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Pitfalls to Avoid in Business Transitions

Most founders think deals die in negotiations, but they typically die in due diligence. After 17 years in private equity, Melissa has seen the patterns that separate successful M&A processes from failed ones. Financial trends, management fit, customer durability, and owner dependency are the real deal killers. Learn what buyers actually care about and how to build your business for a strong exit.

OTR Engineered Solutions CEO: The Conversation Founders Need to Hear

When OTR Engineered Solutions needed a partner, they found one that asked about culture, vision, and what they were building. In this conversation, CEO Oscar Torres explains why he says ORG is not like every other private equity firm and what that means for founders looking to take their business to the next level.

Oh, Great… Another Strategy Session…

Founders often confuse strategy with mission, vision, and priorities. But real strategy is something more specific: the deliberate set of choices about how your company can create more value than it does today. Read on to discover what separates lasting competitive advantage from temporary wins.

Why We Brought an AI Engineer In-House

We often joke that we’re “the blue cheese of private equity” here at Owner Resource Group—an acquired taste, not your typical mold. Over the past couple of years, we’ve watched AI move from interesting demos to high ROI solutions. So we did something about it: we hired our first dedicated AI Engineer. Here’s why now is the right time, and what it means for our portfolio companies.