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