A B O U T U S

Our Mission

To generate superior risk-adjusted returns for our investors.

We selectively invest in mid-sized private companies, creating meaningful liquidity for business founders while ensuring continuity in their legacy and stewardship for their management teams.

Our Investment Criteria

W H A T W E D O

  • Patient, hands-on partnership approach

  • Control investments with continuity in founder ownership

  • Expertise in succession planning and intergenerational ownership transfer

  • Experienced and committed management teams

  • Businesses with scalable operations and attractive market positioning

  • Companies with opportunities for organic growth and acquisitions

Our Investment Focus

W H E R E W E I N V E S T

Preferred Industries

• Business services

• Food manufacturing and distribution

• Consumer products manufacturing and distribution

• Insurance and financial services

• Environmental services

V A L U E

Creation Playbook

We seek to achieve outsized returns while actively managing risk.

Investment Criteria

  • $5M – $15M EBITDA

  • North American focus

  • Contractually recurring or reoccurring revenue

Management & Investor Alignment

  • We utilize reasonable levels of debt, generating returns through enhanced growth strategies

  • We invite our management partners to invest alongside us

  • We augment management's investment upside with meaningful stock options

Transparent Planning and Reward Systems

  • We develop and employ rigorous budgeting and planning processes

  • We work regularly together with management to measure performance against these goals

  • We implement annual reward systems tied to the outcome of these processes