Let's Work Together.
Reasons to Work With Us
We have permanent, committed capital. We are currently investing out of a 30-year $300 million fund, with a renewal clause at Year 25.
We have designed our deal-making path for closing clarity. Financial due diligence is done in-house. And we avoid outside leverage in our deals, avoiding third party involvement.
We exclusively invest in the lower middle market in North America.
We can offer sellers a compelling value proposition: we steward companies that care what happens next. This translates into a conservative financial approach and a sincere commitment to all stakeholders.
Our Investment Criteria
Durable value proposition
Annual Revenues: $10 million to $250 million
Net Earnings: $1-15 million (growth partnerships) or $3-25 million (legacy buyouts)
History of free cash flow in excess of 70% of net earnings
Headquartered in North America
Industry agnostic excluding energy exploration, real estate-dependent businesses, and independent restaurants
What To Remember About Permanent Equity
Care What Happens Next
Hold With No Intention Of Selling
Committed Capital
Operator Mindset & Experience
Current Portfolio Of 13 Companies
(Manufacturing, Aerospace, Commercial Construction, Residential Construction, Consumer Goods, Recruitment, Professional Services, Ad Tech)
How We Work With Intermediaries
We're happy to dive into an opportunity regardless of stage, whether that's a fully produced CIM and data room, or a quick call and some summary financials.
We work with both sell-side and buy-side intermediaries regularly and greatly value how a good intermediary can make all the difference. Please feel free to add our email addresses to your distribution lists. Please also sign up for ours by clicking on the button below.
Industries We Like
Niche Construction
Luxury Goods & Services
Niche Media
Manufacturing
Consumer Goods
Logistics
Distribution
Landscaping & Outdoor Services
Aerospace
Business Services
HVAC, Plumbing, Roofing, Etc.
Recruitment/Staffing