Our Approach
Investment Focus
Equity Investment: $5M to $30M+
EBITDA: $2M to $20M
North America
Based Businesses
Resilient Businesses with
Sustainable Competitive Advantages
Highly Entrepreneurial Family-
and Founder-led Businesses
Businesses With Long-Term
Growth Prospects
Management Teams Seeking
Long-Term Partnership
Value Creation
Long-term Strategic
& Financial Planning
M&A Advice &
Execution
ESG Policy Assessment &
Other Governance Matters
Capital Structure
Optimization
Capital Allocation & Dividend
Policy Review
Ownership Transition &
Succession Planning
Sales &
Marketing
Tech-Enablement &
Optimization
MBE Considerations &
Certification
A trusted long-term partner
We understand the considerations faced by founders and business owning families and exist to provide differentiated capital and strategic partnership that enables them to pursue sustainable value creation.