OUR MISSION
Long Term Outlook
Growth does not occur overnight. Our investment philosophy is predicated on creating a long-term operational and financial foundation.
People First
We believe that employees are a company’s most valued asset and are devoted to a culture of pride, hard-work, respect, and integrity.
Focus on Growth
Growth is an inherent part of our strategy. We are committed to aligning the organization and employees to create stable value and sustained profitability.
Legacy Preservation
Great companies endure beyond their founders. Our duty is to honor, preserve and enhance your legacy.
We know what it takes to build and grow a successful company
Beyond capital, we bring operating experience, execution discipline and strategic knowledge
We are an entrepreneurial spirited investment firm that seeks to acquire, actively manage, and grow a single privately-held small to medium-sized business. We help owners unlock the wealth accumulated in their business while transferring ownership to an operating team that is focused on the long-term success of their company.
While we are industry agnostic, we have a set of investment criteria we rigorously apply in our evaluation of opportunities. We recognize the distinct qualities of every business and believe that at the core of every successful venture is a strong foundation.
Thinking of selling?
As entrepreneurs - we understand that selling your business is one of the biggest decisions that you can make. We would love to speak with you about a transition, even if you are just exploring the possibility of selling. All of this starts with a relationship and we would be happy to open up the conversation and get to know each other.
Email or call us and we will respond to you promptly and confidentially.