Investment Focus
Lower Middle Market & Foundational Investments
We invest in strong businesses across a range of situations. Some grow into platforms over time, while others remain high-quality standalone investments.
Typical Characteristics
Industry Agnostic
Founder transitions or complex ownership situations
Niche or underfollowed markets
Strong cash flow with operational upside
$10M+ revenue / $3M+ EBITDA (flexible)
Approach
Control-oriented investments
Flexible structures (earnouts, rollover equity, staged capital)
Willingness to step in operationally when needed
Tax efficiency for long-term compounding
Platform Investments
We invest in businesses with the potential to scale over time, providing the capital and experience to support that growth.