Capstone Partners advised Calculated Risk Motorcycle Group on its sale to Navigant Oak, LLC

Capstone Partners advised Calculated Risk Motorcycle Group—a management group operating six Harley-Davidson dealerships and two preowned motorcycle dealerships in the Dallas/Fort-Worth, TX area—on its acquisition by private holding company Navigant Oak, LLC. Terms of the deal were not disclosed.

Headquartered in Bedford, Texas, Calculated Risk is an investment company that owns and manages six Harley-Davidson dealerships and has launched the Lucky Penny Cycles pre-owned motorcycle brand. Locations include Texas Harley Davidson—the largest Harley Davidson dealership in the state of Texas. The company also offers comprehensive dealership consulting, real estate investment and development expertise, and talent development services. 

Navigant Oak, LLC is a private holding company for a southeast Michigan family’s portfolio of businesses and investments. The company actively pursues new acquisitions where it seeks to make control equity investments in lower middle market companies that can be operated autonomously. Navigant Oak’s flexible approach, patient capital, and desire to maintain what’s worked in the past often complements family- and founder-owned businesses, and its primary goal is to enable growth in our autonomous companies by offering the resources for long-term success.

Adam Smith, Founder & President, Calculated Risk, commented

"The Capstone team was our ideal partner. They ran a highly professional and customized sale process and were committed to achieving a successful outcome for the owners and our team members. Their consistent guidance, capabilities, and sector expertise significantly contributed to a successful transaction with the perfect partner."

Yogesh Punjabi, Capstone Senior Director, added

“We are honored to have advised and served Calculated Risk on a very important transaction, symbolizing both the investor interest and strong outlook for powersports dealerships. Adam is an outstanding leader who built an exceptional business and culture at Calculated Risk. This culture combined with Navigant Oak’s resources and capabilities results in a powerful partnership, unlocking significant future growth opportunities for the company.”

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