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
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Sponsor/Management Led Buyout
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Growth Equity
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Family/Founder Liquidity
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Recapitalization
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Strategic Partnerships
Core Sectors
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Consumer
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Software & Technology
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Healthcare
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Industrials
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Business Services
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Real Estate
Company Attributes
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Profitable or Clear Path to Profitability
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Strong Retention, Unit Economics, and Revenue Visibility
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Market Innovator with Sustainable Position
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An Attractive/Growing Market
Partnership Dynamics
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Strategic, Influential, and Like-Minded Partners
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Aligned Capital Structure
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Access to Management
Investment Parameters
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Co-investments Alongside Strong Lead Sponsors
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$25 – 50 Million Check Size
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Proprietary Situations and Relationships
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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