Long-Term, Patient Capital

We look for high-quality companies that have sustainable long-term growth and a proven history of profitability. 

Investing our own capital means that we invest for the long haul. Our ideal investment is one that we can own for decades and pass from our generation to the next.  

In addition to our family capital, our investor network includes other family offices and high net worth individuals who share our investment philosophy and long-term orientation.

We believe in building long-term relationships and working with companies to produce lasting collaborations.

We are flexible and creative in approaching our partnerships, but tend to look for the following characteristics:

ATTRACTIVE BUSINESSES
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Opearting in growing, consolidating, or defensible industries

ALIGNED OWNER OPERATORS
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Strong founders or executives to partner with

Supplement management team with our network of experienced operators

size

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Between $10 million and $100 million in sales

Positive operating margins

operating profile

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Positive operating margins

Modest capital expenditure needs

Limited existing debt

Because of our diverse industry experience, we have the ability to invest in a wide range of sectors, including:

business services and distribution

industrial and manufacturing

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financial services

consumer retail

technology and it services

media and entertainment

 

Partners Who Address Your Needs

We work closely with business owners to create a transaction structure that keeps their best interests in mind while balancing the needs of the enterprise, including:

  • Buying out retiring owners
  • Succession planning and management transitions
  • Management-led buyouts from previous owners
  • Capital to accelerate growth
  • Corporate divestitures
  • Other situations that may be unique to the owner or company