Investing in thoughtful, creative companies and backing management teams seeking transformational growth
Investment Type & Size
- Combination of credit and structured non-control equity to provide capital with minimal dilution.
- Investment size between $15 and 40 million per transaction, split between debt and equity securities.
- Target non-control ownership of 20-49% while existing management team retains a majority stake.
- Flexible capital to fund organic and inorganic growth initiatives, provide liquidity to owners, buy out silent partners, and meet other financing needs.
- Seek to be the first institutional capital in the business and act as a strategic partner to the management team.
- Private companies generating up to $10 million of EBITDA.
- Sector agnostic. We look for businesses that have established themselves within their niche and would like to scale. We provide capital and strategic perspective to accelerate growth.
- Seek attractive returns by targeting non-control investments in middle market companies.