Our Approach
Our Philosophy
We approach each opportunity with an open mind, structure each transaction to position our investors for success, and seek to meet the specific goals of the owner and needs of the business.
Disciplined and long-term view on growth with flexibility on investment horizon, resulting in decision making that’s best for the company and our investors.
Low leverage, hands-on approach and flexibility creates an atmosphere of success designed to protect and reward our unique sources of capital, which include like-minded individuals, family offices and institutions.
True
Partners
Structure
For Success
Hands-On
Approach
Flexible Hold
Period
Illustrative Investment Guidelines
Transaction
Objectives
- Generational Shift
- Management / Partner Buy-Out
- Growth Capital
- Diversification
- Seeking Partner
Transaction
Type & Size
- Control & Non-Control Investments
- Consider Special or Unique Opportunities
- EBITDA of $1.0 to $8.0 Million
Industry
Focus
- Disciplined Generalists
- Experience In:
- Business Services
- Industrial
- Manufacturing
- Consumer
- Power & Infrastructure
- Sale Leaseback
Geography
- Preference for the Southeast U.S.