We are growth minded entrepreneurs with backgrounds in financial services. We focus our time, energy, and capital into partnering with transitioning business owners to operate and grow businesses for years to come.
Investment Criteria
Financial Profile
Financial Profile
Financial Profile
Predictable revenue
Track record of profitability
Strong free cash flow conversion
Identifiable levers for revenue growth
Industry Profile
Financial Profile
Financial Profile
Stable or growing market
Minimal relation to commodities, cyclicality, and regulatory factors
Owner Profile
Financial Profile
Owner Profile
Seeking full or majority sale
Looking for reduced day-to-day involvement and partner for future growth