Bold Vision Investments

We Help Established Founders Scale, Profit, or Exit

Companies Worked With

Who We Are

Bold Vision Investments is a boutique firm specializing in the consolidation of small and medium-size businesses in the United States. We have a team of highly experienced professionals with a diverse range of expertise, allowing us to effectively serve clients in any industry.

Through our global network, we have completed numerous successful transactions and have earned a reputation for delivering exceptional results for our clients. Our team is dedicated to understanding the unique needs and goals of each business we work with, and we use our expertise to carefully navigate the complex process of mergers and acquisitions to ensure the best possible outcomes for all parties involved.

At Bold Vision Investments, we pride ourselves on our personalized approach to each and every client. We understand that every business is different, and we work closely with our clients to develop customized strategies that meet their specific needs and objectives.

If you are a small or medium size business owner considering a merger or acquisition, we encourage you to contact us to learn more about how we can help you achieve your goals. Our team is here to answer any questions and provide you with the support and guidance you need to make informed decisions about your business’s future.

Lael M. Cook, Founder

How We Help

We offer capital investment in several ways, including:


Company Acquisitions

This involves identifying and purchasing companies that are a good fit for ongoing investment firms’ portfolios. We use a variety of strategies to identify and evaluate potential acquisition targets, including market research, financial analysis, and industry trends.


Operational Improvements

In order to maximize company value, we work to improve its operations and financial performance. This may involve implementing new processes, training employees, and making capital investments.

strategydiscussion 2

Exit & Succession Planning

When it is appropriate to sell a company, we help identify potential buyers, negotiate terms, and complete the sale process. This may involve preparing the company for sale by developing a marketing plan, creating financial projections, and addressing any issues that may impact the value of the company.

Company Consolidation via Mergers

Once we have acquired companies, we may consolidate them through mergers in order to achieve operational efficiencies and other synergies. This may involve integrating systems, processes, and personnel, as well as restructuring the organization as needed.

Contact Us

Our team is here to help with any general questions, give further information and provide additional assistance.

Feel free to contact us:


(762) 218-3835