The full picture of how we invest.

INVESTMENT STRATEGY

Our Approach

We invest across a range of asset classes and structures, with a primary focus on buyout and growth investments in lower-middle market businesses. In addition to direct investments in operating businesses, we selectively invest in real estate, alternative assets, and strategic co-investment opportunities alongside trusted partners.

Our flexible capital allows us to evaluate opportunities on their individual merits rather than through a rigid investment mandate. We can invest across industries, transaction types, and ownership structures, tailoring our approach to the needs of each business.

We are particularly drawn to strong businesses with ambitious management teams, meaningful growth opportunities, and areas where our experience and relationships can make a difference.

Our team brings extensive operating experience, having started, operated, grown, and sold successful companies representing thousands of employees. That experience allows us to provide meaningful strategic and operating support to the businesses we back.

Our investment parameters are intentionally flexible. Here's the shape of what we look for:

Target EBITDA Range
$1MM
$25MM
MinMax
Equity Investment Range
$1MM
$100MM
MinMax
Typical Hold Period
3–7 Years
Investment Structure
Majority / Minority
Transaction Types
Buyout
Growth Capital
Recapitalizations
Real Estate Development
Corporate Divestitures
Alternatives
Industries
Infrastructure Services Business Services Industrials Construction Services Healthcare Services Government Services Distribution Manufacturing Consumer & More