Investment Approach

We look for privately held, family-owned unique companies that have room to grow in fragmented industries with actionable acquisitions.

We rely a great deal on continuous, careful analysis. To minimize uncertainties, we conduct deep, 360-degree diligence of the major issues. The analysis identifies key metrics and incorporates them into our management reporting system. We create a knowledge base that is shared with management and other stakeholders, which facilitates decision-making, charting action plans, and establishing milestones. It also clearly identifies risks and rewards that we all understand.

Investment Profile

  • $30 - $200 million in Enterprise Value

  • $5 million plus in EBITDA

  • $25 million plus in Revenue

  • 10% plus EBITDA margins

  • Manageable CapEx, highly scalable model

  • Building platforms and availability of add-on acquisitions

  • Transactions with EBITDA exceeding $25 million, e.g. public carve-out & divestment

Management

  • Deep experience managing companies conforming to our interest

  • Proven managers with successful history of driving value creation

  • Strong alignment of interests and equity ownership

Industry Focus

  • Automotive

  • Aerospace & Aviation

  • Automation, Systems, & Robotics

  • Building Products & Materials

  • Business Services

  • Commercial Industrial

  • Food & Beverage

  • Recreational, Enthusiast-based Business