Our Approach & Philosophy

We believe in a culture of collaboration

We align ourselves with committed management partners and actively collaborate to provide access to our extensive network and internal resources. Together, we make data-driven, consensus-oriented decisions and deliver the resources necessary to support execution in a responsive, thoughtful, and transparent manner.

We believe in a culture of collaboration

We target investments in six core industries

Business Services, Consumer, Financial Services, Healthcare, Industrial Services & Technologies, Software & Technology

We target investments in six core industries

Business Services, Consumer, Financial Services, Healthcare, Industrial Services & Technologies, Software & Technology

$5 million – $50 million

Annual EBITDA

$75 million – $500 million

Total Enterprise Values

Investment Criteria

We partner with management teams of middle market and lower middle market companies looking to accelerate growth. Through our Flagship and Origins strategies, we aim to invest in companies with market leading positions and sustainable competitive advantages, where we see potential for our Buy & Build approach to drive transformational growth.

$5 million – $50 million

Annual EBITDA

$75 million – $500 million

Total Enterprise Values

Buy & Build

Our Buy & Build approach focuses on investing in and transforming companies through accelerated organic growth and strategic add-on acquisitions. We back market-leading companies and aim to triple or even quadruple their size over our investment period. We draw on operating resources and expertise from our in-house portfolio support team, which brings deep experience in the development and implementation of people, systems, metrics, and management processes to smoothly navigate and manage transformational growth.

Strategy Development and Refinement
Human Capital
Acceleration Through Acquisition
Revenue Growth
Efficiency and Capital Optimization
Systems and Process Enhancement

We factor ESG considerations into our processes

ESG

Environmental, Social, and Governance considerations are a significant factor in our investment processes and the operations of our portfolio companies. Alongside our ESG consultants, we evaluate ESG risks and seek opportunities to create value through sustainability initiatives. Our diligence-driven investments include a multitude of environmental, social, and governance considerations. We believe that ESG practices lead to better investment outcomes and aim to continuously strengthen governance and transparency, ensuring that the interests of our investors, portfolio companies, and investment professionals are aligned.

ESG Report