Our primary focus is majority recapitalizations of established companies. Our mission is to provide liquidity to founders, protect each company’s legacy, and create compelling future opportunities for employees.

Investment Criteria
  • EBITDA from $2-7 million with strong gross margins
  • Differentiated B2B services and industrials
  • Favorable industry tailwinds and/or new market opportunities

Example Businesses We Like

Niche Business Services
and Technology

  • Recruiting and Retention Services and Software
  • Tax, Finance, and Accounting Advisory
  • Vertical Market Services and SaaS
  • Engineering Services
  • Logistics
  • Back Office Support

Niche Industrials

  • Field Services for Critical Infrastructure
  • Branded B2B Components
  • Niche Advanced Manufacturing
  • Maintenance and Repair
  • Technical Trades
  • Test and Measurement
We enjoy working with 
business founders/owners 
and management teams 
that are:
  • Seeking to capitalize on significant growth potential via internal strategic initiatives or M&A activity
  • Encountering challenges associated with managing growth or rapid change; and/or
  • Facing resource constraints, management issues, or other transitional challenges
Portfolio