How We Invest

Our Philosophy

We believe the most important investments we make are in people. We always seek to preserve the identity and legacy that the founder has worked tirelessly to build.

Focus Industries
Commercial Services
Consumer Services
Education Services
Healthcare Services

We invest in industries where the path to growth includes one or both of the following levers:

1)Expanding through new location openings
2)Acquiring complimentary companies in the same industry

Target Size

For New Platforms
$15-75M
Enterprise Value
$3-10M
EBITDA
$10M+
Equity Investment
For Add-On Acquisitions
$2.5M+
Enterprise Value
$500K+
EBITDA
$3M+
Revenue

With every partnership we make, we build a unique capital stack tailored to the business, giving founders the right balance of capital sources to support their growth and continuity plans.

How We Work with Intermediaries

We work with a growing network of investment banks, brokers, and other referral sources who bring companies to market.

We understand how important your client relationships are and commit to leading with transparency and acting with urgency on any opportunities you share with us.

[Team Image]
Founders talk to dozens
of firms. Then they
partner with us.