Investment Criteria
Our approach is grounded in operating experience and disciplined capital allocation. We focus on businesses with predictable cash flows, defensible market positions, and management teams aligned with long-term value creation.
Investment Methodology
Due diligence framework
Comprehensive commercial, financial, legal, and operational review, leveraging industry specialists where appropriate.
Risk management
Disciplined position sizing, concentration limits, and scenario analysis to protect against downside.
Value creation
Operational improvements, strategic initiatives, and capital structure alignment to drive sustainable growth.
Target Profile
Illustrative; case-by-case.
Full sale / succession
Majority recapitalization with operating continuity.
Founder liquidity
Partial sale with aligned rollover and incentive plans.
Add-on platforming
Strategic acquisitions and integration to compound cash flows.
Partnership principles
Incentive Alignment
Meaningful founder rollover and performance-based incentives that align all stakeholders with long-term value creation and sustainable growth outcomes.
Operational Excellence
Our team brings proven operational expertise to drive efficiency, scalability, and market leadership through disciplined execution and strategic guidance.
Growth & Value Creation
We target markets with significant TAM and consolidation opportunities, attractive entry multiples, and clear pathways to enterprise value expansion through organic growth and strategic M&A.