We build value with operational best practices and prudent growth capital deployment without taking on excessive amounts of leverage or unnecessary risks. We’re at our best providing equity and debt capital to profitable companies with revenues of $15 to $75 million (typical EBITDA of $5 to $15 million) and great upside potential.
Our Process
- Establish a firm partnership approach with management
- Underwrite to tangible and actionable growth strategies
- Build business systems to support increased earnings
- Provide thoughtful, performance-based incentive
- Assist with add-on transactions, exit planning and execution
Situations We Pursue
- Proven companies with committed owners seeking personal diversification
- Special opportunities to invest in “restarts” with known entrepreneurs and management teams
- Strong companies with excellent reputations and defensible business models that have met adversity
- Companies seeking to organize and “professionalize” to reach new levels of success
Situations We Avoid
- Most bankruptcies and liquidations
- Companies with slow growth and decreasing relevance
- Companies with chronically underperforming management
- Upstream Oil & Gas
- Early-stage venture investments
- Companies without a clear path to strong growth
