OUR STRATEGY
Long-Term Value Creation Through Partnership, Precision, and Performance
At the core of our strategy is a disciplined, founder-first approach to investing in exceptional businesses with strong foundations and untapped potential. We collaborate closely with owners and operators to accelerate growth, enhance margins, and support successful generational transitions.
Our Value Creation Playbook
WHY FOUNDERS CHOOSE US
We take a hands-on, operationally focused approach to building long-term enterprise value.
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Improve pricing, margins, and cost discipline
Build real-time performance KPIs and accountability
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Expand go-to-market channels, cross-sell, and lead generation
Drive salesforce effectiveness and customer satisfaction
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Augment leadership team
Support succession and internal talent development
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Upgrade ERP, CRM, and analytics systems
Deploy AI and automation to enhance decision-making
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Execute add-ons to extend capability or geography
Institutionalize integration discipline and synergy capture
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Preserve founder trust through aligned transitions
Optimize capex and working capital for reinvestment
We invest in family and founder-owned companies that are ready for their next phase of growth.
Sectors: Services and Industrials
Company Profile: $5M–$25M of EBITDA
Geography: North America
Equity Check Size: $25M–$100M (including platform and follow-on capital)
Investment Focus
Use of Capital
We deploy capital strategically to drive sustainable performance:
Majority recapitalizations
Primary growth equity for both M&A and organic expansion
Balance sheet optimization to unlock reinvestment opportunities