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
Our focused and flexible investment strategy spans several sectors ready for innovation and poised for growth.
Infrastructure, Industrial Services, & Construction
Focusing on enhancing community development and building lasting structures.
Niche Manufacturing
Investing in specialized markets that are often overlooked by larger firms.
Specialty Logistics
Addressing the rising demand for customized logistics solutions in a dynamic supply chain and changing economy.
Specialty Distribution
Companies excelling in targeted distribution that can achieve significant growth with the right support.
B2B Services
Growing service-oriented businesses that cater to the needs of other industries.