Focused by Design,
Driven by Results
How We Invest
Vertical Focused
- We invest within a deliberately focused set of verticals and partner with exceptional management teams in each
- Rigorous, original research informs our investment theses, our sourcing, and our execution. We commit capital only in verticals where the firm holds genuine expertise and established relationships
Deliberate Growth
- We resource growth deliberately, providing each investment with the capital, talent, and strategic support required to scale both organically and through acquisition
- Growth plans are developed jointly with management and tailored to each business and its vertical, with an emphasis on expansion rather than cost reduction
- Meaningful scale requires meaningful investment. We engage actively at the board level and commit the firm’s full vertical expertise and resources to each company
Partnership in Practice
- Our culture rests on trust, transparency, and a conviction that leadership is an act of service
- We make decisions in partnership with management, guided by data and built on shared conviction
- Strong company cultures are an asset we take seriously. We work to preserve what makes each business exceptional as it scales
Investment Criteria
$10M+
Revenue
$2M+
EBITDA
$15–$70M
Equity Hold Size
Transaction Types
Acquisition-led platform building, new ventures with proven operators, recapitalizations
Target Verticals
Ten core verticals across private and public markets
What We Look For
01
Strong management with a focus on culture and people
02
Proven business model with a demonstrated track record of growth
03
Strategic market position and compelling value proposition
04
Strong margins and free cash flow generation
05
Recession resistant