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Our Approach

We are committed to the long-term success of our portfolio companies. We partner with exceptional founder and family-owned businesses, providing the capital, expertise, and resources necessary to accelerate growth. Our highly collaborative approach involves working closely with our management teams to identify and execute value creation opportunities. We provide flexible and patient capital, unconstrained by preset holding periods, enabling optimal decision-making while building world-class organizations.

Investment Criteria

Transaction Types

  • Recapitalization

  • Full or partial shareholder liquidity

  • Growth financing

  • Acquisition financing

  • Family-held business succession

Financial Criteria

  • EBITDA of $1M - $7M

  • EBITDA Margin >15%

  • Track record of consistent organic growth with strong margin profile

  • Strong free cash flow generation

Business Characteristics

  • Differentiated market leader with defensible position

  • Management continuity is preferred

  • Significant organic and inorganic
    growth potential

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