Investment criteria

• People

  We look to partner with highly capable and passionate leaders who are excited to partner with us for the next phase of growth. While not all our investments are family / founder-owned, we have a deep understanding of family / founder dynamics.

• Sectors

  We invest across sectors, including industrials, business services, healthcare, financial services, technology, consumer/retail, telecom, logistics, packaging, manufacturing, aerospace & defense, infrastructure services, and more.

• Defensible Niche

  We look for businesses holding a defensible niche within their industry that would be difficult to replicate. In our experience, clear focus is an important asset and a source of durable advantage.

• Value-Add

  We look for businesses whose core product or service adds significant value for customers and is critical to how they operate. Commodity businesses competing purely on price are less attractive to us.

• Complexity

  We are sophisticated in financial analysis and structuring. This allows us to differentiate ourselves in certain complex situations and to find solutions where a conventional approach may fall short.

• Partnership

  On top of supporting best-in-class management teams, we have significant experience partnering with like-minded investors and families. We are uncompromising about alignment, which we see as the foundation of any partnership.

• Duration

  Our Family capital is duration agnostic, though we prefer to buy and build over the long term. Rather than preparing for a sale every few years, we seek to redeploy capital into the business so great management teams can focus on growth.