Investing With Intentionality
We distinguish ourselves by adopting a tailored approach to investments, employing flexible investment structures to accommodate the unique needs of each business owner. Before investing in a deal, we sit down with each founder/entrepreneur to discuss their individualized aspirations. Our alignment sets the groundwork for future success, making sure all stakeholders understand the goals for the business, the initial steps to achieve those goals, and how the partnership will work into the future.
Sector Focus
We emphasize industry sectors and business types where we have extensive hands-on experience and meaningful relationships.
Business
Services
Niche + Value-Added Manufacturing
Residential
Services
Industrials
Investment Criteria
Size
$10 million - $75 million
in enterprise value
Location
U.S.-headquartered
Culture
A culture of transparency where employees are motivated, rewarded, and proud to be a part of the organization
Stability And Growth
History of stable profitability with identified growth catalysts
Solutions-Based
A clear value proposition with a sustainable and promising business model
Future Vision
A desire of current ownership to roll equity to continue building a successful business with a collaborative partner
Leadership
A passionate management team with vision for future growth
Opportunity
Fragmented industries ripe for consolidation
