Our Strategy & Focus

Our experienced investment team and our advisory group of industry leaders and operators have built a strategic approach that prioritizes sophisticated analysis, deep sector knowledge, and thoughtful collaboration with our portfolio management teams, our investors, and the wider investment community.

Criteria

Our investment focus centers on high quality businesses that can benefit from a collaborative partnership. We seek out dynamic companies headquartered in North America that boast revenues of up to $100 million and maintain an EBITDA of at least $3 million, while embracing a flexible approach with no minimum requirements for add-ons. Our portfolio companies exhibit the following attributes:

Sectors:

Services
Consumer
Niche Manufacturing
Logistics
Packaging
Ingredients

Situations:

Recapitalization
Ownership transition
Management-led buyout
Growth equity
Buy and build
Corporate carve-out

Chararteristics:

Attractive cash flow profile
Favorable secular trends
Defensible market position
Fragmented industry
Diversified customer base
Low technological risk