Investment criteria
Our approach
Established private businesses. Understandable economics. Owners who want a partner. We assess each opportunity against the company's needs, the owner's objectives, and our ability to create value.
The investment lens
Indicative revenue coverage: $5M to $150M+. Each opportunity is assessed individually.
The principles
What matters.
01Understandable operations
Established businesses with real operating history, understandable economics, and customers that have a recurring or repeatable reason to buy.
02A clear improvement opportunity
Identifiable constraints in revenue, operations, leadership, capital allocation, or structure that can be addressed through an operating mandate.
03Owners who want a partner
Founder-led, family-owned, or closely held businesses whose owners want to build a more durable company and are prepared to align on responsibilities.
04A structure that fits
Equity ownership, revenue or profit participation, operating mandates, joint ventures, acquisitions, or a combination, depending on the opportunity.