WHO WE ARE
Helping Businesses Navigate Critical
Flex Points
What we do
Guiding Established Businesses Through Key Transitions
At Burlington Capital Business Transitions (BCBT), we specialize in guiding established businesses through key transitions—whether due to growth, a major strategic shift, international expansion, or succession planning. Unlike traditional advisory firms, we bring 40+ years of hands-on experience in building companies across public and private markets. Our strength lies in leveraging an expansive national and global network to provide solutions in capital sourcing, marketing/sales, operational strategy, M&A, international expansion and governance structure.
What Makes Us Different?
Unlike a lot of firms that provide these services as a business development activity for their core business, our team does so as a result of our experience building companies for our investors. We use our creative sources of capital and a wide-ranging network across business sectors and skill sets.
Client-Centric Approach
While we offer a full suite of ancillary services, we don’t require businesses to use all of them. We work around a client’s existing strengths and seek to supplement where needed.
Selective, Value-Driven Partnerships
We only work with businesses we believe in—companies where we would consider investing ourselves. However, taking an equity stake is never a requirement for our involvement.
Strategic Deal Execution
We are not an investment bank—we assemble the right deal team tailored to the company’s specific needs.
Aligned Interests
Our fee structures are designed to ensure we succeed with our clients, not off of our clients expense. We focus on performance-based and creative compensation models that reduce upfront financial strain.
Honest & Practical
We don’t take on projects outside our expertise. If something falls beyond our scope, we connect our clients with the right specialists to get the job done.
Broad Perspective
Our experience extends across public, private, and international markets, including government contracting and importing/exporting.
How We Help Businesses Grow & Transition
Operational Optimization:
Evaluate and refine business processes to improve efficiency and profitability.
Contract Negotiation:
Optimize contracts for better cash flow, terms, and service quality.
Back-Office Solutions:
Provide fractional or full-time support in operations, accounting, finance, IT, employee relations, and marketing.
Strategic Leadership:
Lead executive discussions to align long-term goals with actionable strategies.
International Expansion:
Facilitate global growth by connecting companies with vetted partners, regulatory experts, and logistics support, or helping international companies enter the U.S. market and vice versa.
Capital Access:
Identify and secure debt or equity financing.
Corporate Governance:
Structure governance models that enhance oversight and accountability.
Exit Readiness:
Prepare businesses for sale, to help them attract the right buyers and deal structures.
Mergers & Acquisitions:
Identify, evaluate, and facilitate strategic acquisitions, including assembling a solid banking team.
Family Business Succession:
Guide generational ownership transitions with a focus on preserving value and legacy.
Custom Solutions:
Leverage our extensive network of retired C-suite executives, investment bankers, and industry experts to solve complex business challenges.
Featured Project:
Functional Beverage Company
Our team partnered with a premium beverage company that had strong early traction, but was struggling to grow due to limited infrastructure and access to capital. The goal of our partnership was to elevate their operations to the next level by improving manufacturing costs, creating sustainable scalability, and ensuring reliable product availability to meet the growing demand. Throughout this partnership, we have worked to realign the executive team, built a national distribution channel, improved supplier contract terms, and introduced the company to operational and capital partners.
Meet Our Team

Lisa Y. Roskens

Kevin McKeon

Mary Blaney
How Can We Help?
If your business is at a turning point and needs a strategic partner to navigate what’s next, let’s start the conversation. We’re here to provide the experience, resources, and connections that drive long-term success.