Investment Approach
- Thesis driven, it starts with a targeted idea
- Seek niche and market leading family/founder businesses or corporate carveouts
- Prioritize scalable businesses with competitive moats, strong margins and cash flows
Strategic Leadership
- Align and set strategic plan with management
- Thoughtfully craft Board of Directors with the right industry expertise
- Build great executive teams to execute organic growth and M&A
Rigorous Operational Support
- Experienced Operating Advisors to partner with management in driving value creation
- Growth focus with optimizing commercial go-to-market
- Optimize operational efficiencies
Our Four Core Elements for Success
Working together we can strengthen the core, creatively solve problems, and create value
Energy
- Collaborative strategic roadmap
- Organic growth mindset
- Complementary add-on M&A
Edge
- Elevate the organization
- Invest in people
- Drive results
Execution
- Support management to achieve operational plan
- Provide leverage with Operating Advisors and board members
- Outputs over Inputs
Excellence
- Integrity
- Transparency
- Accountability