Investment Focus

Founder and Family Owned

First-institutional capital transactions.
Ability to provide partial or full liquidity to current ownership.
Willing to work with the family's next generation or bring in new management team.

Corporate Carveouts

Simplify complex carve-out requirements for corporate sellers.
Highly-embedded or stand-alone units of public and private parents.
Co-develop Transition Service Agreements & 100-day plans.

Special Situations

Control-oriented investments that have an element of dislocation.
Situations in which we can identify a fulcrum security to gain control.
Secondary buyouts of controlling positions in companies.

Growth and Recapitalization

Collaborative partnership-capable of providing solutions to multiple constituents.
Working with sellers and management teams who seek long term value creation.

Distress and Turnarounds

Investing in underperforming businesses, requiring buyer's speed, certainty, and creativity.
Maximizing enterprise value by restructuring, stabilizing, operating and growing these businesses.

Founder and Family Owned

First-institutional capital transactions.
Ability to provide partial or full liquidity to current ownership.
Willing to work with the family's next generation or bring in new management team.

Corporate Carveouts

Simplify complex carve-out requirements for corporate sellers.
Highly-embedded or stand-alone units of public and private parents.
Co-develop Transition Service Agreements & 100-day plans.

Special Situations

Control-oriented investments that have an element of dislocation.
Situations in which we can identify a fulcrum security to gain control.
Secondary buyouts of controlling positions in companies.

Growth and Recapitalization

Collaborative partnership-capable of providing solutions to multiple constituents.
Working with sellers and management teams who seek long term value creation.

Distress and Turnarounds

Investing in underperforming businesses, requiring buyer's speed, certainty, and creativity.
Maximizing enterprise value by restructuring, stabilizing, operating and growing these businesses.

We combine disciplinedinvestment criteria with “muscle memory” from decades of accumulated investingexperience.

1. Investment Types

Buyouts, Majority Recapitalizations, Carveouts, Minority (with governance), Stressed and Distressed Credits

2. Sectors

Services (B2B/B2C), Industrials, Distribution, Consumer Products & Retail, Aerospace & Defense, Technology, and Healthcare

3. Location

USA, Canada and Western Europe

4. Market & Competitive Positioning

Large, growing, and fragmented market or high barriers to entry
Non-discretionary, stable, or less cyclical demand
Strong strategic or market positioning

5. Financial Characteristics

$1.0M to $10.0M of EBITDA
Capital efficient with return on tangible net assets exceeding 25%
Track record of or potential for revenue and earnings growth