Investment Criteria

❋ Service Quality

We invest in companies with top service quality, strong regulatory compliance and trusted reputations

❋ Alignment

We partner with founders and management teams through meaningful shared ownership and aligned long-term incentives

❋ Scalability

We focus on businesses with repeatable models, non-cyclical tailwinds and clear opportunities for sustainable growth

❋ Lower Middle Market

We target profitable lower middle market companies where collaborative partnerships can drive long-term value

Areas of Focus / Expertise:

Healthcare Services

Transportation & Logistics

Consumer, Health & Wellness

Business Services