We target U.S. based lower-middle-market businesses with strong fundamentals, founder or family ownership interested in continuing to invest, and the potential to compound value over long periods of time. Businesses in a wide variety of industries, with a focus on situations where sound operational execution — not financial engineering — drives value creation.
Our primary focus is on investing with companies generating annualized revenues ranging from $5–$100 million and annual EBITDA of $1–$10 million, where we believe our experience and resources can have the greatest impact.
Founder- or family-owned businesses seeking a thoughtful, long-term partner for succession, recapitalization, or a strategic growth partnership. Our founder-friendly mindset is grounded in our own experience building and running a founder- and family-owned business — not just aspiration.
Recurring or resilient cash flows, strong customer relationships, proven management teams, and attractive margins. Well-run, profitable businesses that have demonstrated the ability to generate consistent returns across market cycles.
For founders and families who have spent years building something meaningful and deserve a partner who understands the weight of decisions surrounding monetization and succession. We provide liquidity and continuity — simple, fair, and aligned.
For owners who want to take meaningful liquidity while retaining significant upside in the next chapter of growth. We partner actively to build long-term value alongside continuing owners and management teams — with no fund-cycle pressure dictating the timeline.
For management teams seeking to own the businesses they operate, or proven operators seeking a platform to acquire and build. We provide capital, strategic resources, and board-level support to help exceptional leaders succeed as owner/operators.
For owners looking to execute an acquisition strategy, enter a new market, expand capacity, and more — we bring both capital and expertise to navigate growth.
Selectively, we invest as a strategic minority partner — providing growth capital, board-level support, and access to our network and operational capabilities without requiring a change of control. Reserved for situations where alignment, culture, and growth potential are compelling.
We'd welcome the opportunity to have a confidential conversation about your business and what you're looking to achieve.
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