Investment

Our private equity investments target businesses with stable cash flow that we believe have a high potential to benefit from operational and strategic support.

 

We partner with leading family offices, multi-family offices, and private equity funds to bring experienced long-term capital to our portfolio companies.

​Investment Profile

  • $10 – $150 million in revenue

  • $5 – $45 million in EBITDA

Sector Agnostic

  • Technology and tech-enabled businesses with emphasis on data & analytics, predictive analytics, AI, machine learning

  • Healthcare & biotechnology 

  • Service companies with the potential to productize processes and IP

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Value Added Capabilities

  • Operations

  • Strategic partnerships

  • Digital transformation, data, analytics, AI, machine learning

  • Sales and customer engagement

​​Target Company Characteristics

  • Identifiable and defensible value proposition

  • Significant opportunity for synergistic growth through one or more mergers

  • Clear differentiation and high barriers to entry

  • Current or potential high free cash flow

  • Scalable business model

  • Talented management team

  • Strong environmental, social, and governance principles

Investment Situations

  • Traditional or management buyouts

  • Succession planning / family-owned businesses

  • Recapitalizations

  • Operational turnarounds

  • Restructuring / distress

  • Entrepreneurs pursuing next level of success

  • Corporate carve-outs and divestitures