Our Approach

We believe that great companies are built by driving long-term growth and creating long-term, sustainable competitive advantages.

We believe that great companies are built by driving long-term growth and creating long-term, sustainable competitive advantages. After identifying an attractive opportunity, our process involves working with management and/or co-investors to ensure our collective objectives are aligned and structure a transaction that works for all stakeholders. We endeavor to put in place a conservative and appropriate capital structure. With evergreen capital, no fixed-term fund or its associated constraints, and no formal investment committee, we have the ability to be flexible, move quickly, and provide certainty of closing.

We add value after closing by (1) leveraging relationships built over 35 years investing in middle market businesses, (2) helping develop strategic plans based on our team’s collective experiences and often utilizing industry-specific advisors, some of whom we’ve worked with for over 20 years, and (3) providing capital to support growth initiatives and/or acquisitions. We are not operators and seek to partner with best-in-class management teams who can operate semi-independently. As partners, we maintain a long-term perspective and exercise the highest degree of integrity, as our reputation is paramount. References can be provided at your request.