We specialize in founder-run and family-owned businesses, where the owners want to decrease their financial risk along with their daily responsibilities, as well as take a significant amount of money off the table.  We also ensure a stable future for all of the employees in your business that are valuable and important.  We are not “typical finance guys” that just look for ways to cut costs…we have real life, hands on experience managing and successfully growing companies, primarily by driving consistent increases in sales.  We only invest in situations where we have experience and the ability to add value.  That being said, we do not pretend to think that we know everything – we greatly value the viewpoint of the existing management team, and we encourage them to continue to own equity in the business going forward.

Our goal is to generate strong investor returns, while employing a prudent investment approach. We aim to find companies that the broader market has overlooked, and we strive to be creative with the structure of any given deal in order to offset risk.  We will selectively look at turnaround situations where a business has limited cash flow, but has a viable business model going forward.  We have a passion for helping companies grow and take their business to the next level. We believe in partnering with management and actively provide guidance to our portfolio executives, helping them navigate operational challenges and prioritize growth opportunities.