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+
$3-20MM+
10%+
Company Characteristics
- Sustainable cash flows
- Durable competitive advantage
- Potential to build market leader
- Recurring revenue model
- Buy & build strategy
- US & Canada-based
SERVICES
MANUFACTURING
PRODUCTS &
SERVICES
& Distribution
Transaction Types
- Recapitalizations
- Generational liquidy transactions
- Control acquisitions
- Growth investments
- Corporate carve-outs
- Significant minority investments
Our Strategic Partners
We frequently partner with large Fortune 500 companies and other public companies in an effort to bring large organization expertise to lower middle-market environments.
