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.

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
  • +Owner-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. Advisory and consulting services

For Business Owners
and Investors.

Not every relationship begins with an acquisition. For business owners building toward a future sale, and for real estate investors who need an experienced partner to close their next deal, HerGrowth Holdings offers select advisory and consulting engagements. Every engagement is evaluated for long-term fit within the HerGrowth portfolio.

Kari Yasi, Lead Managing Partner
01

Fractional Chief Accountability Officer (CAO)

Kari Yasi is deployed directly into your organization as a Fractional CAO, installing performance frameworks, KPI systems, accountability infrastructure, and corrective action processes that drive measurable results. Engagements are structured around outcomes, not hours. Best for businesses navigating growth, leadership transitions, or operational performance gaps.

02

Fractional Sales Leadership

Revenue strategy and sales execution for businesses ready to grow before they sell. Kari brings 15+ years of sales leadership experience across industries to organizations that need a senior sales voice without the full-time cost. Engagements include sales process design, team accountability, pipeline structure, and revenue growth strategy.

03

Pre-Acquisition Advisory

For business owners who are not ready to sell today but want to build toward a strong future transaction. HerGrowth works with select owners to develop the operational infrastructure, accountability systems, documentation, and leadership teams that drive enterprise value and position the business for a successful acquisition on their timeline.

04

Exit Planning Consulting

Helping owners prepare for a future transaction through valuation readiness, financial documentation, operational cleanup, and buyer positioning. We work alongside your existing advisors to ensure that when the time comes, your business commands the price and terms it deserves.

05

Executive Advisory

Strategic advisory for founders and senior leaders navigating growth, organizational change, or business transition. Engagements are customized to the specific inflection point the business is facing.

Led by Wendy Prine, Managing Partner
06

Credit and Experience Sponsorship

For real estate investors who have identified a strong acquisition opportunity but need an established SREO and commercial lending track record to qualify for financing. Wendy Prine brings her multi-million dollar real estate portfolio and lender relationships to qualified engagements, helping investors close deals they could not access alone. Engagements are evaluated individually. Contact us to discuss your deal.

07

Real Estate Underwriting Advisory

Deal-level underwriting review, financing strategy, and lender relationship guidance for investors navigating commercial real estate acquisitions. Wendy evaluates deal structure, capital stack, and lender readiness to ensure every transaction is positioned for a clean close.

08

Real Estate Acquisition Consulting

Pre-acquisition advisory for real estate investors preparing for their first or next commercial transaction. Covers deal evaluation, financing preparation, lender relationships, and operational readiness for income-producing assets including multi-family, commercial, and mixed-use properties.

"
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.