Investment Criteria
We seek investment opportunities where our capital and resources serve as catalysts for accelerated growth. Our experience base is deep and includes providing capital to facilitate succession and estate planning needs, unlocking a transformative merger or acquisition, supporting product development and business expansion initiatives, and funding new facilities or capital expenditure projects.
Attractive Transaction Profiles
- First-time institutional capital in founder- and family-owned business
- Management-led buyouts and carve-outs
- Significant capital to fund transformative growth
- Complex transactions
- Buy-and-build / industry consolidation
- Corporate carve-outs
Investment Parameters
- Buyout or growth capital
- Control or minority investments