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Our Typical Investing Profile

We employ a unique and disciplined investment process to identify companies capable of significant growth.

Businesses that leverage skilled labor and technology to deliver compelling customer value.

Businesses that aggregate scarce talent and insight to deliver value to professionals and consumers at scale.

Manufacturing and distribution business with recurring demand, multi-step sales channels, mission-critical products, and modest capital requirements.

Track record of growth, share gain, or development of niche

Industry tailwinds, favorable structure, or strong competitive positioning

Utilize both organic and acquisition paths in existing and new products or services, geographies, customers, etc.

Step-change investment in sales and marketing, research and development, technology, operational improvement, capital expenditures, etc.

Strong teams we can support or augment

A larger diversified enterprise resourced to grow multiple ways and doubling in size for future investors

We seek to partner with:

  • Entrepreneurs
  • Families
  • Private equity groups
  • Public and private corporations

We are usually their first institutional investor.

We only seek control investments.

We seek to work collaboratively to:

  • Set strategic objectives and priorities
  • Improve operational effectiveness
  • Identify growth opportunities
  • Pursue strategic add-on acquisitions

We don’t get involved in day-to-day operations.

We will invest in management transition situations.

Currently Seeking Add-Ons

We consider companies of any size and geography for add-ons to current portfolio companies.

Active Engineering inspectors reviewing a construction site

ARCXIS

Outsourced services provider to single-family homebuilders.

Active A vast installation of industrial refrigeration equipment

Climate Pros

Refrigeration and HVAC construction, repair, and maintenance services.

Active Road workers laying down fresh blacktop pavement

Let’s Pave

Outsourced parking lot maintenance and repair services.

Active Workers installing asphalt roof shingles

RAFTRx

Provider of residential roofing repair and maintenance services.

Active A vast warehouse containing rolls of industrial carpet

Rasa Floors

Flooring provider for repair, renovation projects, and new construction.