Investment Profile
Durable Market Position
Companies with long-term customers, long-tenured employees, and consistent gross profit margins enable us to deploy our capital and expertise.
First "Institutional Investor"
We are often the first institutional investor family-owned businesses engage with to envision and achieve the next phase in their growth journeys.
Tangible Growth Potential
We’re keen on businesses that exhibit clear pathways for future growth, thus ensuring the investment can yield significant returns.
Cash Flow Targets
The ideal candidates have cashflows greater than $3 million, with an optimal target around $10-20 million.
Go-Forward Leadership
We prefer to work with leadership teams who are motivated to drive the business forward; for CEOs wishing to exit the business, orderly transition plans can be put in place.
Value Creation
People
Our focus on exceptional talent and organizational structure helps fortify the companies in our portfolio to meet challenges and opportunities as they arise.
Technology
Upgraded technology, robust HR practices, and meticulous financial reporting—we develop KPI dashboards tailored to each business, strengthening operational infrastructure.
Growth
We fuel organic growth; and when appropriate, orchestrate inorganic opportunities through strategic acquisitions—building a sustainable path to reaching a company’s full potential.
Where We Invest
We invest in the Critical Systems economy:
sub-industries, contractors, and services that support critical systems in the United States.
Water Infrastructure |
Maintenance | Management
The economy that manages, distributes, and safeguards water resources across municipal, industrial, commercial, and agricultural end markets.
Energy Infrastructure |
Distribution | Grid Stabilization
The service providers enabling reliable, distributed, and abundant electricity generation and delivery.
Industry Supply Chains |
Logistics | Manufacturing
Companies enabling/participating in strategic manufacturing and US supply chains, i.e. advanced manufacturing, machining of precision components, logistics and related infrastructure, chemicals production/distribution, metal fabrication, and industrial services.