We primarily seek investments in U.S. companies with strong fundamentals and utilizing technology for disruption, transformation or business improvement.
Our primary focus includes Business Services, Industrials and Consumer.
We believe that value is created most effectively and sustainably by growing both the top line and the bottom line, and not from financial engineering; we therefore look for companies and industries with visible, predictable growth potential that have the operating talent and discipline to achieve that growth.
We employ prudent financial leverage to enable, not impede, strategic objectives.
In concert with a trusted network of respected operating executives with whom we have worked over decades, we seek to partner with management teams to identify, appropriately resource, and advance operating and strategic priorities.
Target Investment Size
Companies with $150 million – $1+ billion Revenue
Typical Equity Investment of $50 – 200 million
Technology-enabled companies in three industries:
We focus first on the investment structure and capital structure that best supports our shared company objectives and most effectively aligns incentives. This can take the form of common or preferred equity, debt with warrants or other structured solutions. Successful investments may be achieved as:
