Supporting Transformational Growth And Value Creation For All Stakeholders

We take an active, hands-on approach to working with entrepreneurs, business owners and management teams in building great companies.

Lower Middle Market Focused

We have spent our careers as investors, operators and advisors to lower middle market companies and understand the challenges and opportunities inherent in scaling these enterprises.

Building Collaborative Partnerships

We build long-lasting relationships with business owners and management teams with whom we have shared values and who appreciate our nimble and humble approach.

Value Creation Minded

We take a long-term approach to growth, working with management to develop bespoke value creation plans and providing hands-on strategic support and a broad array of resources to our partners.

Flexible Investment Approach

Our structure allows for a flexible approach to investing capital, aligning our investment horizon with the needs of our partners and allowing management to focus on growth initiatives and not the burdens of a predetermined hold period or over-leveraged balance sheet.

Our Strategic Playbook

Strategy

Strategy
Develop bespoke value creation plan and growth strategy

Operations

Operations
Pricing, process, cost structure, sourcing / supply chain

Human Capital

Human Capital
Organizational structure, team build-out, compensation strategies

Financial and M&A

Financial and M&A
Reporting, cash conversion, capex, add-on acquisitions

IT and Systems

IT and Systems
Build robust, secure and scalable infrastructure

Sales and Marketing

Sales and Marketing
Sales team build-out, sales strategy, digital marketing

Business Owners

We take a low ego, collaborative approach to working with entrepreneurs and operators. We roll up our sleeves to support companies in the achievement of long-term growth and value creation initiatives.

Intermediaries

We are a trustworthy and nimble partner for you and your clients and can provide flexible and creative solutions. We provide timely feedback on opportunities, execute an efficient due diligence process, and always do what we say we will do.

Investors

We care deeply about our relationships with our capital partners and are focused on being good stewards of your capital. We bring a thoughtful approach to pairing our investors’ focus with specific investment opportunities.