What we look for
We look for
companies with valued products and services that are capable of significant growth.
Our companies may start with a low profile, but that's not where they end up.
Intro
What we look for
We identify high–potential companies still flying under the radar.
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Intro
What we look for
We identify high–potential companies still flying under the radar.
Investment Synopsis
INVESTMENT SYNOPSIS
| Strategy | Privately-held, growth oriented |
|---|---|
| Stage | Growth equity and buyout |
| Structure | Minority and majority equity |
| Sectors | Consumer products and services, Education, Healthcare services |
| Location | North America |
| Revenue | Greater than $10M |
| EBITDA | Positive |
| Equity Requirement | $5 – $30M (invest larger with LP co–investments) |
Investment Criteria
Investment Criteria
CRITERIA 1
OUTCOMES
Our companies are all about results for their patients, students, and customers. We want to build businesses that matter to customers now and down the line.
CRITERIA 2
GROWTH
We chase companies that are on steep and steady upward trend. Our approach is geared to increase momentum and unlock breakthroughs.
CRITERIA 3
positive earnings
Most of our companies are already making money when we start working together. We generally avoid turnaround situations and/or funding losses from the outset.
CRITERIA 4
Differentiation
We like companies doing something new, unique, or different in their industry. We are building a portfolio of leaders and trailblazers.
CRITERIA 5
LEADERSHIP
We partner with leaders and visionaries that have made a career of thinking big and challenging the status quo.
CRITERIA 6
impact
We strive to make a difference in each of our investments. We look for situations where our unique combination of sector knowledge, transaction expertise and relationships can move the needle.
How we help
How we help
We bring the best of our experience and network to every company we support.
strategy
We leverage our experience in our core verticals to help our management teams identify and pursue new growth and distribution channels.
- Board directors
- Operating partners
- Thought leaders
ACCESS
We expose our companies to a deep network of directors, operators and thought leaders and support their growth through customized, small–company financing solutions.
- Financing
- Sales
- Distribution
- Recruiting & HR
- Legal & Compliance
- Add-on acquisitions
AWARENESS
We amplify growth by ensuring our companies have rock–solid positioning and branding and help build broad awareness and engagement from customers.
- Positioning
- Benchmarking
- Branding
- Marketing
- PR
- Social media