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Approach

A higher level of thought.

We invest, generally, in private companies with acquisition values ranging between $5 and $50 million, with $2 to $12 million of equity in each portfolio company.

Managers are welcome to co-invest. We construct equity plans for key decision makers to be vested on both time and performance achievements. Compensation and bonus plans are competitive; however, our bias is toward equity-driven rewards.

Target Market

While we invest broadly, we do have knowledge in information technology, distribution, business services, oilfield services, commercial printing, energy and manufacturing.

Our Philosophy

We capitalize companies to enable them to build competitive advantage and to leverage returns. We support talented management teams in the development and achievement of business goals, including encouragement of strategic acquisitions. We create liquidity through well-timed transactions, and we provide performance-based incentives for management.

Portfolio Interaction

In an effort to fully understand our portfolio companies, we receive monthly financial and operating updates. We nominate outside directors when we believe they can add value, and we provide opportunities for sharing experiences across our portfolio of companies.