Helping owners exit with confidence, and new leaders step up with clarity.
Blue Harbour Capital is a specialist succession planning advisory firm helping privately owned businesses design and execute founder-friendly succession plans including management buyouts, employee transitions, and other tailored exit strategies.
We combine transaction advisory with post-deal coaching and leadership support, so succession doesn’t just happen on paper, but succeeds in practice.
about us
Australia is entering the largest wave of business succession in its history — but most transitions are either delayed, derailed, or done without the right support.
who we are
We believe succession is about more than valuation. It’s about:
- Ensuring capable leadership stays in place.
- Preserving what makes the business special.
- Creating stability for staff, customers, and communities.
What We Believe
- The deal is step 1. True value is created in the 12–24 months that follow.
- Transitions need structure and support — from capital and governance to leadership cadence.
- Owners care about legacy, culture, and continuity — not just a headline number.
Who We Serve
group
Needs We Solve
Founder-led SMEs ($5m–$200m EV)
Succession, de-risking, or staged exit planning.
Management teams or internal successors
Confidence, structure, and support to take the reins.
Values-driven owners
A plan that protects people, preserves culture, and ensures business continuity.
Why Us? How We’re Different
Typical Advisor
Blue Harbour Capital
Exit once the deal is signed
Stay engaged 12–24 months post-deal
One-size-fits-all solutions
Tailored succession structures aligned with values
Focused only on the financials
Focused on people, performance, and post-deal success
No leadership support
Coaching, cadence, and capability building
We are not brokers. We are not investors.
We are succession planners and partners — helping founders hand over what they’ve built and helping new leaders step into ownership with confidence.
Why Now
- Succession is a tidal wave. Thousands of Australian SMEs are looking for a path forward.
- Founders want more than a cheque. They want to protect their legacy and their people.
- Successors need more than capital. They need clarity, coaching, and structure.
- Funders like Valloop are ready to back these transitions — and need partners who can deliver successful outcomes.
FREE Guide: Internal Succession Planning For Australian SMEs
- Learn about three core models (MBOs, ELBOs, EOTs)
- How to value and finance these transitions and prepare your team
- Perfect for business owners and management teams planning succession in the next 0-5 years
our Services
Business Succession Planning & Strategic Structuring
- Leadership continuity
- Vendor certainty
- Long-term business resilience
- Management buyouts or employee-led buyouts
- Structured vendor financing
- Hybrid internal-external transitions
- Collaborative ownership succession plan frameworks
- Valuation and capital stack design
- Governance and ownership planning
- Alignment across founders, successors, and funders
Transaction Execution
We lead the preparation and execution process:
- Ready the business for due diligence and financing
- Coordinate with lenders, legal and tax advisors
- Manage communications to employees, customers, and suppliers
- Keep everyone moving through complex, high-stakes transitions
Post-Transaction Coaching & Operating Support
- 12–24 month coaching cadence: weekly execs, monthly board packs, quarterly resets
- 100-Day Plan: quick wins in cash, customers, and control
- Leadership development to build confidence and accountability
- Systems upgrades in reporting, CRM, and operational cadence
- Cultural alignment to protect values and empower the next generation
100-Day Post-Close Plan (Snapshot)
Focus Area
Action Examples
Cash & Control
13-week cashflow, covenant playbook, working-capital sprints
Customers
Top-20 account retention, pricing tune-ups, sales rhythm
Operating Rhythm
Daily huddles, weekly exec, monthly board/KPI pack
People & Culture
Role clarity, incentive communications, ownership mindset
Systems
Fast financial reporting, CRM hygiene, procurement efficiency
KPIs We Track Post-Transaction
- Cashflow discipline & covenant compliance
- Gross margin uplift & pricing realisation
- Top-20 customer retention & NPS
- Leadership cadence adherence
- Employee engagement (where relevant)
What Our Clients Say
