Our Partnership Principles

We believe the following principles provide Peerage with a sustainable point of differentiation and a durable competitive advantage in the marketplace.

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“In order to have a good partner, you have to be a good partner.”

Charlie Munger

01

Only partner with people you like, admire, and respect.

02

Only partner with people with whom you want to have breakfast, lunch, or dinner, a second time.

03

Only partner with people with whom you want to spend a long weekend on a small boat, in a small cabin, on a small ranch, or in a small RV.

04

Only partner with people you trust enough to be the executor of your estate.

05

Only partner with people who have large craniums, big candle power, and great judgement.

06

Only partner with people who have the human compassion gene. If you don’t want to give time, talent, and treasure to the benefit of others, you are very selfish. Compassionate leaders motivate and inspire their employees to reach beyond their own self-imposed limitations.

07

Only partner with people who share the same passion, dedication, and willingness to sacrifice for the common mission. Remember, “consistency is more important than intensity.”

08

Only partner with people who are kind to animals. If you are mean to your dog, you have no humanity.

09

Only partner with people who understand that you have two ears and one mouth in proportion for a reason and use them accordingly.

10

Only partner with people who understand arithmetic. If you can’t count, and you can’t meet time-bound and measurable objectives, you have no business to be in business.

11

Only partner with people who are good communicators. If you’re not a good communicator, you won’t be able to successfully navigate the ebbs and flows of the challenges of the partnership over time.

12

Only Partner with people who bring “Who Luck .” As Jim Collins said in the book Good to Great, “Who Luck” is the luck of finding the right mentor, partner, teammate, leader, or friend. The best way to sustain a strong current of good luck is to associate with great people and build strong relationships with them. When luck turns bad, they will be there to help. When times are good, they will share unselfishly. This is what building a professional partnership network is all about. In challenging situations instead of asking what should I do, ask who do I know who can help me? The power of proximity creates “Who Luck” ! I have extraordinary partners who bring a large amount of “Who Luck”. It seems everywhere I turn, people are eager to always help me.

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“A principle isn’t a principle until it costs you something.”

William Bernbach

THE PROFESSIONAL PARTNERSHIP

We are focused on partnering with exceptional management teams to form long-term investments across several strategic business services platforms including real estate services, real estate investment, wealth advisory, and asset management.

LONG-TERM PARTNERSHIP WITH EXCEPTIONAL MANAGEMENT TEAMS

We partner with exceptional management teams for the long-term. We offer the customized support that provides their businesses with the certainty and the means to expand their reach and to achieve greater levels of success with a shorter timeline. The essence of the Peerage partnership model is the alignment of mutual interests, both economic and cultural.

Our approach is rooted in a determination to forge partnerships with entrepreneurial management teams whose firms have brand differentiation, a unique selling proposition, significant cash flow, and a strong potential for organic growth. Everything we do is based on building meaningful, long-term relationships with our partners, listening to them, and then providing them with the capital, strategic support, and other resources they require to grow their businesses.

We partner with the best. We invest in passion.