INVESTMENT STRATEGIES

INVESTMENT STRATEGIES

PRIVATE INVESTMENTS

WHY WORK WITH US?

We value partnership.

We believe in supporting driven, talented, and experienced teams. We provide teams with the appropriate resources and access to achieve their vision for the company.

We honor legacy.

We have a deep appreciation for founder and family-owned businesses. We value your employees, relationships, and the enduring reputation of your business.

We think long-term.

We have a generational approach to building businesses that allows management flexibility to execute on growth plans.

We offer alternatives.

We offer a different solution to traditional private equity. We steward businesses with no artificial time horizons, which allows us to be flexible and collaborative partners.

We value partnership.

We believe in supporting driven, talented, and experienced teams. We provide teams with the appropriate resources and access to achieve their vision for the company.

We honor legacy.

We have a deep appreciation for founder and family-owned businesses. We value your employees, relationships, and the enduring reputation of your business.

We think long-term.

We have a generational approach to building businesses that allows management flexibility to execute on growth plans.

We offer alternatives.

We offer a different solution to traditional private equity. We steward businesses with no artificial time horizons, which allows us to be flexible and collaborative partners.

INVESTMENT CRITERIA

We seek to partner with founders and management teams to grow great businesses organically and through acquisitions.

Headquarters:

USA

Company Size:

$5 – $100 million of EBITDA

Headquarters:

USA

Company Size:

$5 – $100 million of EBITDA

Headquarters:

USA

Company Size:

$5 – $100 million of EBITDA

SITUATIONAL FOCUS

Family and founder capital solutions

Management buyouts

Corporate carveouts

Buy and build

Take private of small-cap public companies

Complex special situations

Distressed or underperforming

Control or non-control investments

Family and founder capital solutions

Management buyouts

Corporate carveouts

Buy and build

Take private of small-cap public companies

Complex special situations

Distressed or underperforming

Control or non-control investments

INDUSTRY FOCUS

Aerospace & Defense

Business Services

Building & Infrastructure Products

Environmental & Industrial Services

Industrial Manufacturing

Aerospace & Defense

Business Services

Building & Infrastructure Products

Environmental & Industrial Services

Industrial Manufacturing

INSTITUTIONAL CAPABILITIES
WITHOUT INSTITUTIONAL CONSTRAINTS

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