XPX Triangle Lunch & Learn: Beyond Buyouts: A Case Study on SBDG’s Soft-LBO “IPO Factory”

Traditional private-equity roll-ups rely on heavy leverage and a single exit. Small Business Development Group (OTCID:SBDG) has something different: a public holding-company platform that acquires profitable firms with enterprise values of $2–50 million firms through founder-friendly “soft” LBOs, adds operating discipline, and later spins off each vertical into its own IPO. This session deconstructs the model—how deals are sourced and structured, why founders stay engaged, what governance shifts are required, and the implications for advisors on both the buy and sell side. Expect lessons, not a sales pitch.

Our Speaker:

Brian Jue, an accomplished IPO and M&A dealmaker, is a principal of C2C Private Investment Company, whose entities include advisory firm C2C Business Strategies and co-investment fund C2C Private Equity. He is the COO of C2C's primary asset, publicly traded holding company Small Business Development Group (SBDG). SBDG's subsidiaries include M&A advisory firm Stony Hill Advisors and appraisal management company Appraisal 3000. Brian is also the co-architect of the SBDG IPO Factory, a business model focused on acquiring, building, and spinning off companies as their own IPOs.

Registration Fees:

XPX Triangle Members  - $0.00
XPX Triangle Members Same Day/Walk-in Fee  - $20.00

XPX Chapter Network Members Regular Fee - $30.00
XPX Chapter Network Members Same Day/Walk-in Fee - $40.00

Non-Members Regular Fee  - $35.00
Non-Members Regular Fee Same Day/Walk-In Fee  - $45.00

Food and beverages are included.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.