Our Firm

We are an entrepreneurial investment firm that seeks to acquire, actively manage, and grow a single privately-held small to medium-sized business that is currently, or has the potential to become, a leader in its industry. While we are industry agnostic, we have a set of Investment Criteria we rigorously apply in our evaluation of opportunities.

We also recognize that selling a business is an emotional and important process—a successful business represents the product of years, often decades, of hard work all leading up to a successful sale. Our goal is to provide an attractive liquidity option for the business owner by working closely with him or her to structure a transaction that best meets the owner’s financial and personal objectives.

Unlike traditional private equity or buy-out shops, post-acquisition we will step in to manage the day-to-day operations of the acquired company. And, because we are focused on making a single acquisition, 100% of our leadership, operational, financial, and legal expertise will go toward the company’s success.

Our team comprises successful entrepreneurs, operating executives, and seasoned investors all committed to creating value over the long term. Information about their accomplishments and expertise can be found in our Leadership Team section.

If you or someone you know would be interested in learning more, we encourage you to Contact Us. We work with intermediaries and pay transaction fees upon closing.