Investment criteria
Established private companies.
Owners with a next chapter in mind.
A clear place for us to contribute.
The business
We look for real operating history, understandable economics, and customers with a recurring or repeatable need.
How the company earns revenue, serves customers, and turns its work into cash.
The opportunity
The opportunity should be grounded in something we can help improve: revenue, operations, leadership, capital allocation, or structure.
A defined operating mandate with priorities the team can act on and progress the owner can assess.
The ownership
We work with founder-led, family-owned, and closely held businesses whose owners want a partner in the next chapter.
A shared direction, access to the information the work requires, and clear responsibility on both sides.
The structure
The structure follows the opportunity, the owner’s objectives, and the responsibilities we take on. Each engagement is assessed individually.
Equity ownership, participation in revenue or profit, an operating mandate, a joint venture, an acquisition, or a combination.
Begin with the business
A useful first conversation starts with what the company does, what you want its next chapter to look like, and what is standing in the way.
Introduce your business