B2 Partners

Delivering Growth Through Strategic Focus And Operational Improvement

At B2, we invest in companies to drive growth. We partner with entrepreneurial management teams to create thriving companies, growth opportunities for employees and long-term value for investors. Unlike most investment groups, we do not view companies as commodities to flip, but rather as partnerships to nurture and support – we care about your employees and customers and work to maintain and extend your legacy. As your partner, we provide capital, strategic guidance and targeted operational support to grow your company to the next level.

 

strategy and support for expansion, acquisition, product development and market penetration

tools and processes to increase efficiency and free resources for growth

leaders and advisors to strengthen management teams or provide targeted expertise

CFO level tools, talent and analytics to improve cash flow and enable growth

cost-effective tools and strategies to increase traffic and drive sales

Matt Behrens

Prior to co-founding B2 Partners, Matt served as the co-investment lead at Montage Acquisitions, a private equity company in Scottsdale, Arizona. 

Previously Matt was a management consultant within Booz & Company’s Aerospace & Defense practice. As an advisor to Fortune 500 executives, Matt helped companies improve operations, integrate acquired companies and identify growth opportunities. 

Prior to his career at Booz & Company, Matt worked at General Dynamics, most recently as an engineering lead developing new products and working with customer and industry partners to integrate new technologies into battlefield equipment. 

Matt holds an MBA from the Thunderbird School of Global Management and B.S. degrees in electrical engineering, business economics and mathematics from the University of Arizona. Matt is a Phoenix native and lives in Scottsdale with his wife Amber and their two year old son Alexander. When not spending time with his family, Matt can be found working to keep his handicap in the single digits.

Corey Bird

Prior to co-founding B2 Partners, Corey served as a co-investment lead at Montage Acquisitions, a private equity company in Scottsdale, Arizona. 

Corey moved to Arizona to manage investment accounts for high net worth clients at an Independent Registered Investment Advisor, where he still maintains accounts for his clients. Corey has constructed portfolios enabling his clients to maximize their returns across asset classes at risk levels appropriate for each individual client. Corey has advised business owners primarily in risk mitigation, valuation and operations. 

Before moving to Arizona, Corey was a financial advisor in his home state of Washington, where he got his start with Woodbury Financial during his final two years of college. Later, as an advisor at Piper Jaffray, he successfully transitioned his practice from commission-based to a fee-only structure to better serve his clients. 

Corey also worked with Marcus Millichap, a real estate investment group in Seattle, realizing several successful investment sales that generated strong returns for his clients. 

Corey has served several tours of duty with the United States Army including service in Operation Enduring Freedom, Operation Iraqi Freedom, and two special assignment activations. 

Corey completed his bachelors’ degree in Business Administration with a specialization in Finance from Central Washington University, Cum Laude. Corey holds the following designations: Accredited Asset Management SpecialistTM, Chartered Retirement Planning CounselorTM, Certified Financial PlannerTM. Corey's hobbies include camping, fishing and golfing. As a Major in the U.S. Army Reserve, he continues to provide specialized economic, strategic and training support to the U.S. Army.

Jon Nauert

Prior to joining B2, Jon was an Investment Banker at HSBC Securities in Houston, where he was part of the Resources & Energy Group (REG), which focused on cross-border M&A transactions for oil and gas companies. 

In an internship capacity, Jon served as a Summer Analyst at Goldman, Sachs & Co., where he was part of the Private Equity Group (PEG), which advised institutional clients with $700 billion in assets under management on funds-of-funds, secondary investments and co-investments.

In addition, Jon was a Summer Analyst at Pegasus Capital Advisors, a middle-market private equity firm with approximately $2 billion in assets under management. Pegasus primarily focuses on the water, food, energy and security sectors.

In the public sector, Jon provided fundraising and consulting services for Wil Cardon in Arizona. 

Jon attained his Bachelor of Science in Finance and Marketing from Barrett, The Honors College and the W.P. Carey School of Business at the Arizona State University. He also holds a Certificate in Management, Entrepreneurship & Global Leadership from the London School of Economics. Jon graduated from Brophy College Preparatory in Phoenix, where he was a member of the golf team. Jon's interests include international relations, golf, squash and travel.

Investment Focus

We are interested in evaluating all investment opportunities and we understand that each company, team and situation is unique; however, we find that we can provide the most value to our partners and investors by working with operating companies that generally fit the following profile:

-  Demonstrated history of profitability
-  Opportunity to enable growth and create jobs
-  Strong leadership team in place or identifiable
-  Defined market niche or competitive advantage
-  $1-$10mm in net income

While we are a great solution for many owners looking to sell a majority stake in their business and we pride ourselves on being flexible and thinking outside the box to structure investment opportunities, we recognize that we are not the most appropriate partner for all situations:

-  Companies for which the main investment thesis is laying off employees to reduce costs – we view an appropriate    cost structure as critical for all companies, but if the main opportunity to create value is by laying off employees, we    are not the right partner

-  Companies with management teams not willing to commit to growth and operational improvement – we will    provide willing management with the tools to succeed, but will not be able to provide value if management does not    commit to jointly developed strategies and action plans

-  Companies for which honesty and integrity are not core values – we operate with honesty and integrity and    demand the same of our partners

-  Startup companies – we prefer to work with established companies

Operational Expertise, Capital Markets Experience, Global Perspective

The B2 Partners team is focused on creating value for our partners and investors. Our team members' unique functional and industry backgrounds combine to collectively provide operational expertise, capital markets experience and international perspective. Additionally, we have developed an extensive network of professionals and advisors to provide targeted experience, expertise and insight each company requires.

Matt Behrens

Prior to co-founding B2 Partners, Matt served as the co-investment lead at Montage Acquisitions, a private equity company in Scottsdale, Arizona. 

Previously Matt was a management consultant within Booz & Company’s Aerospace & Defense practice. As an advisor to Fortune 500 executives, Matt helped companies improve operations, integrate acquired companies and identify growth opportunities. 

Prior to his career at Booz & Company, Matt worked at General Dynamics, most recently as an engineering lead developing new products and working with customer and industry partners to integrate new technologies into battlefield equipment. 

Matt holds an MBA from the Thunderbird School of Global Management and B.S. degrees in electrical engineering, business economics and mathematics from the University of Arizona. Matt is a Phoenix native and lives in Scottsdale with his wife Amber and their two year old son Alexander. When not spending time with his family, Matt can be found working to keep his handicap in the single digits.

Corey Bird

Prior to co-founding B2 Partners, Corey served as a co-investment lead at Montage Acquisitions, a private equity company in Scottsdale, Arizona. 

Corey moved to Arizona to manage investment accounts for high net worth clients at an Independent Registered Investment Advisor, where he still maintains accounts for his clients. Corey has constructed portfolios enabling his clients to maximize their returns across asset classes at risk levels appropriate for each individual client. Corey has advised business owners primarily in risk mitigation, valuation and operations. 

Before moving to Arizona, Corey was a financial advisor in his home state of Washington, where he got his start with Woodbury Financial during his final two years of college. Later, as an advisor at Piper Jaffray, he successfully transitioned his practice from commission-based to a fee-only structure to better serve his clients. 

Corey also worked with Marcus Millichap, a real estate investment group in Seattle, realizing several successful investment sales that generated strong returns for his clients. 

Corey has served several tours of duty with the United States Army including service in Operation Enduring Freedom, Operation Iraqi Freedom, and two special assignment activations. 

Corey completed his bachelors’ degree in Business Administration with a specialization in Finance from Central Washington University, Cum Laude. Corey holds the following designations: Accredited Asset Management SpecialistTM, Chartered Retirement Planning CounselorTM, Certified Financial PlannerTM. Corey's hobbies include camping, fishing and golfing. As a Major in the U.S. Army Reserve, he continues to provide specialized economic, strategic and training support to the U.S. Army.

Jon Nauert

Prior to joining B2, Jon was an Investment Banker at HSBC Securities in Houston, where he was part of the Resources & Energy Group (REG), which focused on cross-border M&A transactions for oil and gas companies. 

In an internship capacity, Jon served as a Summer Analyst at Goldman, Sachs & Co., where he was part of the Private Equity Group (PEG), which advised institutional clients with $700 billion in assets under management on funds-of-funds, secondary investments and co-investments.

In addition, Jon was a Summer Analyst at Pegasus Capital Advisors, a middle-market private equity firm with approximately $2 billion in assets under management. Pegasus primarily focuses on the water, food, energy and security sectors.

In the public sector, Jon provided fundraising and consulting services for Wil Cardon in Arizona. 

Jon attained his Bachelor of Science in Finance and Marketing from Barrett, The Honors College and the W.P. Carey School of Business at the Arizona State University. He also holds a Certificate in Management, Entrepreneurship & Global Leadership from the London School of Economics. Jon graduated from Brophy College Preparatory in Phoenix, where he was a member of the golf team. Jon's interests include international relations, golf, squash and travel.

Portfolio

Lovington, New Mexico

Acquired by B2 in October, 2014
Basin manages oil & gas spill cleanup projects from start to finish for some of the largest oil & gas development and production companies in the Permian Basin.

Hobbs, New Mexico

Acquired by Basin in January, 2015, RECS manages oil & gas spill cleanup projects from start to finish for some of the largest oil & gas development and production companies in the Permian Basin.

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