Working at the board level, we bring strong operating experience, an extensive network of industry relationships and financial resources, and the ability to adapt quickly to changing market environments. In every opportunity, four key principles guide our approach:
In our experience, honest communication is a key tenet of investment and business success. We believe in proactive, consistent and frank dialog in all phases of the relationship.
Partnering With Management
We view each investment as a true partnership with our portfolio company leadership teams. Success comes from collaboration, mutual respect and setting clear objectives.
We are more than just a source of capital. We are genuinely interested in learning the dynamics of each business we support and in developing the deep understanding that underpins all successful strategies.
A Long-Term View
We have a long-term investment horizon. We support decisions, strategies and investments to build a business for sustained success that extends far beyond our involvement.
We have been investing in middle-market companies—many of which were in highly complex, challenging situations—for more than two decades. During that time, we have consistently demonstrated the ability to close transactions quickly and according to plan.
We look to partner with market leaders with defensible positions and strong customer relationships. We seek businesses whose core strengths and opportunities align with our expertise and experience. In short, we look to invest in companies that we believe are uniquely positioned to help.
Types of Transactions
- Corporate Carve‑outs
- Underperforming Businesses
- Growth Investments
- Family-Owned Businesses
Ours is a culture of communication, collaboration and performance. We are an experienced group that makes decisions as a team based on data and results. We take as much pride in being easy and enjoyable to work with as we do in our success at helping build companies.