You Have a Unique Vocation
Your vocation is to deliver a meaningful impact to society by operating in a principled and profitable manner.
We equip purpose-driven business leaders to scale their businesses with values-aligned capital, impactful growth strategies and seasoned, proven leadership.
We invest alongside faith-based investors in syndicated projects—rooted in virtue, led with purpose, and built for both returns and eternal impact.
We work with business leaders and investors of good will who believe Catholic Social Teaching and Christian ethics can help businesses flourish.
Vocaris-where capital meets conviction.
Business Is a Tool for Holiness—and a Force for Good
As a principled business leader, your work is about more than profit. It’s about stewarding talent, capital, and opportunity in a way that serves people, honors God, and strengthens communities.
That’s a high calling—and it demands more than good intentions. It requires clear strategy, steady leadership, and capital aligned with your mission.
Vocaris helps you meet that call with:
Strategic planning that clarifies direction and multiplies impact—so you can lead with focus, unity, and peace of mind.
Buy-side and sell-side M&A guidance to navigate growth and transitions—so you can seize opportunity without compromising your mission.
Operational and leadership development that strengthens execution—so your team performs at its best, and your culture stays rooted in virtue.
Access to values-aligned capital—so you can scale without friction, stay faithful to your vision, and build for eternal returns.
As an investor, you are looking to not only generate financial returns, but also to drive meaningful societal and cultural impact. Vocaris Advisors live this calling by by providing:
Principled. Profitable. Positioned for Lasting Impact.
This is for you if you’re a purpose-driven business owner, CXO or founder who is committed to Gospel principles and human flourishing, and:
This is for you if you’re a mission-driven investor or Family Office and you want:
The Vocaris Value Growth Process
Your business is a vocation—and like any calling, it matures through seasons of clarity, growth, and eventual transition. Our process helps you maximize value, align your business with its higher purpose, and exit on your terms.
1
Current State Discovery
We begin with a full organizational assessment—objective, holistic, and practical. We identify strengths, uncover constraints, and establish your baseline value, along with key levers for improvement.
-Transition ready? Proceed to step 4.
2
Future State Vision
We help you align your purpose, mission, and strategy—clarifying where you’re going and why. Your leadership team gains alignment, and together we build a financial and operational roadmap to get there.
3
Implementation
This is where execution happens—with our ongoing support. Whether you need strategic planning, leadership development, or operational improvement,, we will walk with you to ensure results. If you need capital for growth, we can help you:
- Define the sources and uses for the capital, structure a deal that would likely be palatable to investors, and if appropriate, introduce you to values aligned investors in our syndicate, if appropriate.
- Set up a special purpose vehicle (SPV) to allow multiple investors to invest in your company, while maintaining simplicity on your cap table.
-Transition ready? If not, continue step 3 until objectives are achieved.
4
Transition
When the time is right, we help you prepare and exit—on your terms. You get the multiples and deal structure you deserve, and peace of mind knowing your legacy will endure through a business built to last.
Partner with Us Today!
See how we can drive your business forward.
Get in touch now.
Testimonials
FAQs
- What are you looking for in business leadership?
We look for purpose-driven founders and CEOs who lead with both conviction and competence. That means leaders who are:
- Grounded in their faith and serious about integrating it into their business decisions
- Willing to be challenged—and eager to grow
- Focused on building long-term value, not just short-term gains
- Open to outside perspective, yet clear on their mission
- Ready to make tough decisions with clarity, courage, and humility
In short, we look for stewards—not just operators.
- What size businesses do you work with, in terms of revenue or EBITDA?
We typically work with companies generating $5M–$50M+ in annual revenue, and positive EBITDA. That said, fit matters more than size. If you’re a purpose-led business with real growth potential and strategic flexibility, we’re happy to explore whether Vocaris is right for you.
- Are the businesses you recommend for investment purely “mission-driven” companies?
No. The companies we recommend are performance-driven and mission-aligned. They’re led by purpose-driven founders and CEOs of any faith who operate according to Catholic Social Teaching to build real enterprise value— they aren’t charities in disguise.
We look for businesses with strong fundamentals, clear growth potential, and leadership committed to both profit and purpose. Our job is to ensure values never come at the expense of performance—and that performance never comes at the expense of virtue.
- My business is not in the United States, can you still help me?
Yes. We’ve successfully worked with clients in multiple countries. Our process is designed to be adaptable across cultures and markets. As long as your leadership team is comfortable communicating in English, we can guide you through every stage of growth, alignment, and transition.
- I know that I will eventually need to sell my business but I am not sure I am ready to do that. How can you help me?
You’re not alone—and you’re not behind. We provide capital and counsel and sometimes only counsel. Most of the value in a successful exit is created before the sale ever begins. We help you clarify your long-term goals, identify gaps, and strengthen your business from the inside out. That way, when the time comes, you’re ready to sell on your terms—with confidence, dignity, and maximum value.
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