Our investment process
A disciplined approach to acquisition, growth, and the long-term future of each business.
Acquisition
The businesses we seek
Established, service-oriented businesses with resilient recurring revenue and a mission-critical focus. Our approach spans industries.
- EBITDA
- $2M–$25M+
- Operating history
- 10+ years
- Employees
- 10+
Growth
A partnership for growth
We combine founder participation with operational improvement and opportunities to expand.
- Founder rollover equity
- 15%–30%
- Vertical and horizontal growth
- Organic growth and mergers & acquisitions
- Optimize, modernize, and scale
- Manage, monitor, and measure
Exit
Flexibility for the future
We remain patient, flexible, and founder-focused, with cyclical exit or permanent hold options available.
- Management buyout (MBO)
- Strategic and secondary exits
- Initial public offering (IPO)
- Strategy objective
- 3× MOIC+
MOIC: multiple on invested capital. Presented as a strategy objective.
Does your business fit?
Tell us about your company or the business you represent.