About

Our approach to investing is unique. Because our capital is provided by a single investor, an entrepreneurial family, our time and focus are not diluted by fund administration or the constant need to raise additional capital. Rather, the entirety of our effort is spent investing, growing, and delivering strategic value and resources to strong companies in the lower middle market.

We work hard to understand and support owners and management through growth and transitional challenges while considering important implications to employees and community constituents as well.


We use the following criteria to screen opportunities:

Geographic Location

Headquartered in the United States or Canada

Industries
  • Healthcare
  • Consumer
Target Company Characteristics
  • Sustainable competitive advantages within niche or geographic footprint
  • Predictable and recurring revenue
  • Significant market share within niche or geographic footprint
  • Superior margins and strong free cash flow
  • Experienced management teams responsible for prior performance
  • Clearly defined strategy for growth
Enterprise Value of Company

$20.0 million to $150.0 million

Target Equity Investment Size

$10.0 million to $30.0 million (or more as needed)

Types of transaction considered:

  • Growth buyouts or control-oriented growth equity investments with entrepreneurially led businesses
  • Generational sales of family-held companies
  • Buy and build platforms or niche consolidations
  • Partial recapitalizations to diversify risk or wealth

How we add value:

  • Support and supplement existing management talent
  • Provide capital, strategy and integration support for accretive acquisitions
  • Optimize business operations through implementation of reporting metrics and best practices
  • Systems and infrastructure to facilitate further scalability
  • Enable service and product expansion into adjacent lines of business or channels of distribution
  • Provide capital for facility expansion or modernization