We Provide a Unique Experience for Entrepreneurs

We work as partners to help execute your vision.

Our Investment Approach

We provide advice and guidance while employing a disciplined framework to help our portfolio companies reach their potential.

Approach

Finance each company on a stand-alone basis

Have a longer-term investment horizon (potentially 10+ years) than typical PE firms in a fund structure

Include Fortune 500 companies as transaction partners when appropriate

Benefit

Creating better alignment of interests

Work in a small team with senior-level attention

Customize each transaction structure to meet the objectives of our entrepreneur partners

Developing personal relationships and focusing on people, culture, and legacy

Bringing big company expertise into lower middle market environments

Who We Invest In

Niche lower middle market companies across a range of industries that out-compete their peers.

$10-100MM+

Revenue

$2-15MM+

EBITDA

10%+

EBITDA MARGIN

Company Characteristics

  • Sustainable cash flows
  • Durable competitive advantage
  • Potential to build market leader
  • Recurring revenue model
  • Buy & build strategy
  • US & Canada-based
Healthcare
BUSINESS
SERVICES
NICHE
MANUFACTURING
CONSUMER
PRODUCTS &
SERVICES
Food & Retail
Distribution

Transaction Types

  • Recapitalizations
  • Generational liquidy transactions
  • Control acquisitions
  • Growth investments
  • Corporate carve-outs
  • Significant minority investments

Our Strategic Partners

We frequently partner with Fortune 500 companies in an effort to bring large organization expertise to lower middle-market environments.

Strategic investor partner in Petro Stopping Centers
Strategic investor partner in Carey International
PPC Industries carved out from Cendant
Strategic investor partner in Carey International
Sole capital provider for Keen Energy & Idaho Timber

We’re always looking for new investment opportunities.

contact us