Investment Philosophy
We understand that every business has a unique set of opportunities and needs. With a long-term, successful track record of investing in and advising middle market companies, we have the ability and expertise to thoughtfully tailor each investment to achieve your goals.
We work with owners and management teams to understand your needs and goals. We then combine that understanding with our flexible capital, investment experience and extensive network of resources to create a collaborative partnership.
These partnerships include:
Generational changes in ownership
Growth and expansion financings
Management buyouts
Recapitalizations
We work with you as board-level advisors rather than day-to-day managers. As such, we work with management teams to ensure they have meaningful ownership and equity incentives so that our interests are aligned. Our approach is to provide support and expertise as needed.