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About Us
At our core, we are a nimble, entrepreneurial firm focused on value creation through streamlined operations and efficient decision-making. This approach helps us deliver faster, more reliable outcomes.
Our team prioritizes building strong, meaningful relationships. For us, it's not just about identifying promising business opportunities, but more importantly, partnering with the right people to lead those ventures through transformative growth.
By concentrating on a few key platform investments each year, we’re able to give each partnership the focus and attention it deserves.
FIRM OVERVIEW
YEAR FOUNDED
2017
OUR CULTURE
Culture of entrepreneurship, collaboration, analytical rigor and accountability.
FIRM FOCUS
Lower middle-market, entrepreneur-led commercial, consumer and franchise companies.
CAPITAL BASE
Group of institutional and family office investors.
TYPICAL DEAL TYPES
Roll ups, carve-outs, growth platforms, real estate angle, distressed.
TARGET DEAL CRITERIA
FIRM FOCUS
Lower-middle market, entrepreneur-led consumer and franchise businesses.
SIZE
$5-$100mm Equity Checks
INVESTMENT STYLE
Value-oriented growth investors
GEOGRAPHY
North America (primarily U.S), as well as strategic international opportunities.
FIRM FOCUS
- Growth Financing
- Estate Planning
- Partner Buyout
- Management Buyout
- Capital Structure Solutions
DEAL STRUCTURES
- Control buyouts
- Minority investments
- Structured equity investments
- Secondary debt purchases
- Loan origination
REAL ESTATE FOCUS
Extensive experience optimizing company real estate portfolios, including buy and re-cast, sale leaseback, lease restructuring and store closures. We have established financing structures around opportunity zones and work hard to structure investments tax efficiently.
INDUSTRY FOCUS
Commercial, franchised, consumer and brick & mortar businesses with particular interest in food and beverage, health and wellness and services businesses
VALUE CREATION LEVERS
- Roll-ups
- Carve-outs
- Professionalize
- Real Estate Angle
- Organic Growth
- Tax Efficient Structures
- Entry multiple / free cash flow yield
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Let’s Take Your Business to the Next Horizon
The journey to preserve and strengthen your business begins with a choice. Do you walk the beaten track or forge a new trail with a partner who’s as invested in your success as you are?
Don’t let another day pass wondering “what if?” Take the first step towards a brighter, bolder business future.
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