Build lasting fundamental value through proactive ownership.
Sustainable Business Models – Target businesses with defensible market positions in established industries with sales visibility and limited risks of substitution, concept, or technological obsolescence.
Sound Fundamentals – Prioritize recurring or repeat revenue models, stable cash flow margins, and a defined path to expansion or improvement.
Differentiated Products – Build differentiated products and services that offer value beyond commodity pricing.
Professional Management – Attract and retain professional managers with industry expertise to run the day-to-day operations, aligning compensation with ownership objectives.
Long-Term Focus – Grow good businesses and sell when it makes sense, not on a predetermined timeline.
Proactive Ownership – Support our investments as proactive owners, partnering with management to identify and execute on strategic opportunities, and help with material, value-impacting decisions.
