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Investment Strategy

OUR PHILOSOPHY

We focus on creating strong alignment with our investment partners, investing in direct and proprietary transactions ranging from growth equity, private equity, structured equity, and real estate. We look to leverage our broad network of investment partners, operators, executives, and industry experts to ultimately create long-term value.

OUR INVESTMENT CRITERIA

Transaction Types

  • Sponsor/Management Led Buyout

  • Growth Equity

  • Family/Founder Liquidity

  • Recapitalization

  • Strategic Partnerships

Core Sectors

  • Consumer

  • Software & Technology

  • Healthcare

  • Industrials

  • Business Services

  • Real Estate

Company Attributes

  • Profitable or Clear Path to Profitability

  • Strong Retention, Unit Economics, and Revenue Visibility

  • Market Innovator with Sustainable Position 

  • An Attractive/Growing Market

Partnership Dynamics

  • Strategic, Influential, and Like-Minded Partners

  • Aligned Capital Structure

  • Access to Management

Investment Parameters

  • Co-investments Alongside Strong Lead Sponsors

  • $15 – 50 Million Check Size

  • Proprietary Situations and Relationships

  • Downside Protection Oriented

VALUE ADDED CAPABILITIES

Flexible
Capital

Patient capital with experience investing across complex structures and situations, enabling flexible capital solutions and long-term partnership

Institutional
Underwriting

Experienced team of deal professionals with the ability to underwrite and execute direct transactions in a quick and transparent process

Strategic
Relationships

Partnership ecosystems provide value-added relationships through an extensive network of family offices, financial sponsors, and operating companies, with deep expertise across multiple industries

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