Strategy
Investment Strategy
We pursue a focused strategy built on deep sector expertise, disciplined underwriting, and active partnership.
Investment Philosophy
We believe that long-term value creation comes from investing in quality businesses with strong competitive positions, led by exceptional management teams, at reasonable valuations.
Our approach emphasizes capital preservation and risk management. We structure investments to protect downside while maintaining significant upside potential through operational improvement and strategic growth initiatives.
We are patient capital. Our investment horizon allows us to pursue value creation strategies that require time to execute, without pressure from arbitrary exit timelines.
Focus Areas
Where We Invest
We concentrate our efforts in sectors where we have developed deep expertise and strong networks.
Technology
Software, infrastructure, and technology-enabled services with strong recurring revenue models.
Healthcare
Healthcare services, medical devices, and life sciences companies improving patient outcomes.
Business Services
Mission-critical services with high retention rates and opportunities for organic growth.
Industrial Technology
Companies applying technology to improve efficiency in traditional industries.
Investment Criteria
We apply rigorous criteria to every opportunity we evaluate. Our discipline in deal selection has been a key driver of our track record.
Target Investment Profile
- Investment Size
- $10M - $100M
- Revenue Range
- $20M - $200M
- EBITDA Range
- $5M - $30M
- Geography
- North America
Our Process
How We Work
We follow a structured process that combines thorough analysis with decisive action.
1. Sourcing
We identify opportunities through our extensive network of industry contacts, investment banks, and direct outreach. We also receive inbound inquiries from management teams and intermediaries who know our reputation and investment criteria.
2. Initial Evaluation
Our investment team conducts preliminary analysis to assess fit with our criteria. We evaluate market dynamics, competitive positioning, financial performance, and management team quality.
3. Deep Diligence
For opportunities that pass initial screening, we conduct comprehensive due diligence including financial analysis, commercial diligence, management assessment, and legal review.
4. Structuring
We work with management teams to structure transactions that align incentives and provide appropriate governance while allowing operational flexibility.
5. Active Partnership
Post-investment, we work closely with management teams to execute on value creation plans, providing strategic guidance, operational resources, and capital for growth initiatives.
Important Risk Information
All investments involve risk, including the potential loss of principal. Private investments are illiquid and suitable only for investors who can bear the risk of loss. Past performance is not indicative of future results. The information presented here is for informational purposes only and does not constitute investment advice or an offer to sell securities. Please review our full disclosures for important information.
Explore Our Portfolio
See examples of the companies we have partnered with and the value we have helped create.