While markets change and the universe of investment opportunities continually evolves, our investment criteria remains the same. We target equity investments in privately-held businesses that are ripe for disruption. We prefer to invest alongside management teams who want to maintain an active role, or who are open to a succession plan. While every investment requires a significant amount of focus, we do not seek daily involvement in operations.
Our Investment Criteria:
High Barriers to Entry
Predictable and Recurring Revenues
High Operating Leverage
Organic Free Cash Flow Growth
Opportunity for Consolidation