Built for what's next.
A partnership-first approach for scaling companies with momentum and vision.
Our Firm
Investors, Operators, Partners.
We work closely with business owners, operators, and management teams to scale companies in a way that makes sense for them. Our approach is flexible, collaborative, and designed to align with your long-term vision—not just short-term returns.
Whether you’re looking for a growth partner or preparing for an ownership transition, we structure our investments around what’s best for your business, not just a financial model.
We bring decades of experience in investing and operations, but more importantly, we bring a mindset of partnership, energy, and alignment.
Our Approach
We Don't Just Invest
We Build.
That belief still drives how we operate today. We focus on sectors where we can bring real insight, not just capital — including healthcare, food & beverage, business services, packaging, manufacturing, and consumer products. These are complex markets that reward experience and execution, not financial engineering.
We invest in businesses that are already good — and want to become great. That might mean stepping into new markets, making key hires, building systems, or preparing for succession. We work closely with leadership to identify what’s next, then bring the structure, support, and strategy to make it happen.
What makes us different isn’t what we invest in — it’s how we show up. We listen first. We’re candid. We get to the point. And when things get hard, we don’t disappear — we lean in.
Every business is unique. So is every partnership. Our approach is designed to flex with the company, the team, and the moment. But in every case, we focus on building alignment — because when investors, operators, and leaders move in sync, better outcomes follow.
That’s why we don’t just invest. We build — together.
Our Focus
Focused on What We Know Best.
Our Criteria
Built for the Lower Middle Market.
01
Geography
Geography
U.S.-Headquartered Companies with North American Reach
We invest in companies headquartered in the United States and support strategic expansion across North America. Platform investments are U.S.-focused, while add-ons may be based anywhere in the U.S., Canada, or Mexico. This structure lets us build close partnerships while staying open to smart cross-border growth.
02
Financial Profile
Financial Profile
Profitable, Scalable, and Built to Last
We focus on businesses with meaningful revenue, strong EBITDA margins, and long-term growth potential. These are companies that have outgrown early-stage capital and are ready for the next level — whether that’s expansion, succession, or operational upgrade.
- EBITDA: $5M+ for platforms
- Revenue: $20M+
- EBITDA Margin: 15%+ (current or achievable)
- Add-ons: Flexible on size
- Transaction Size: $20-350M Enterprise Value
03
Transaction Types
Transaction Types
Flexible Capital for Growth, Transition or Liquidity
We tailor our capital to match the company and the moment — whether it’s a full ownership transition, a recapitalization, or strategic growth investment. Our approach is hands-on, but not heavy-handed, designed to create value with alignment from day one.
- Founder or family transitions
- Management-led Buyouts
- Majority Recapitalizations
- Growth equity (selectively)
- Add-on acquisiitons
04
Partnership Fit
Partnership Fit
People First, Always
We work best with teams who care about what they’ve built and where it’s going. Whether you’re exploring growth, transition, or succession, we show up like a partner — bringing clarity, respect, and a track record of building lasting businesses.
- Founder-led or closely held companies
- Operators seeking strategic capital
- Teams planning for succession or expansion
- Shared commitment to building real value