A collaborative approach to scaling your business and achieving your vision

A Partnership for Growth

Our personalized strategy ensures that each company we invest in reaches its full potential.

Our hands-on approach and our long-term outlook optimize growth and create lasting value

Investment Philosophy

Long-Term Partnerships

We prioritize consistent, predictable growth and long-term success over short-term gains. We work closely with management teams to realize their vision and achieve lasting value.

Value Creation

Beyond capital, we provide strategic guidance, industry connections, and operational support designed to add significant value. Our goal is to help drive innovation and enhance diversification leading to sustainable growth for our partner companies.

Alignment of Interests

Our differentiated approach allows us to create flexible solutions that ensure alignment of incentives between our firm, our partner companies, and management teams.

Investment Criteria

  • Geography: North America-based
  • Target Ownership: Control, large minority, or co-invest
  • Target EBITDA: $2 to $7 million
  • EBITDA margins: 10% or greater
  • Sales: $10 million or greater
  • Target Company Ownership: 25% to 100%
  • Add-On Criteria: No size limitations

Partner Company Characteristics

  • Proven, and committed owner or management team
  • Differentiated service or product offering
  • Capital efficient business models
  • Proven financial performance with track record of growth
  • Multi-pronged growth strategy
  • Limited customer, product, service offering concentration

Focused across three core, essential industries.

Target Sectors

Consumer Products

We target nondurable asset classes void of cyclical risk.

  • Infant & juvenile products
  • Lifestyle & outdoor products
  • Pet care (products and food)
  • Food & beverage
  • E-commerce & DTC
  • Other nondurable products

B2B & Consumer Services

Focus on essential services to both business and consumers that contain high switching costs.

  • Professional services
  • Education & training services
  • Information technology services
  • Residential services
  • Multi-site healthcare services
  • Multi-site pet care services (e.g., grooming, boarding, etc.)

Distribution and Industrial Services

Mission-critical services for companies where quality and customer service are key differentiators.

  • Environmental & waste
  • Fire, life safety, personal protection equipment
  • Property management & restoration
  • Facility services & security
  • Route-based distribution
  • Food distribution

Our value-added strategies are designed to propel your company to new heights unlocking its true potential.

We ensure that our partner companies benefit from our extensive experience and access to our broader firm's ecosystem and resources.

Our Proven Approach for Transformative Growth

01

Growth Strategy and Development

We work closely with your team to establish and accelerate organic growth initiatives. This includes the introduction of new products and services, enhancing margins, and identifying strategic opportunities.

02

Operating Executive Network

Gain access to our exclusive network of industry executives who provide invaluable insights and support. Whether through direct involvement or advisory roles, these seasoned professionals bring a wealth of experience and strategic guidance to help capitalize on growth opportunities.

03

Financial Oversight and Support

Our team leverages its deep transaction expertise to implement best practices in financial management and reporting. This ensures better operational management and improved cash flow positioning our partner companies for enhanced growth.

04

Add-On Acquisitions

Our team will become an extension of our partner companies, helping to develop proactive outreach campaigns and rigorous diligence support to executive on inorganic growth opportunities.

05

Resource Gap Identification and Mitigation

Collaborating with our management teams, we help identify and address internal resource gaps that could hinder growth. By filling these gaps with the right talent and resources, we ensure your company is fully equipped to seize new opportunities and achieve its growth objectives.