We selectively partner with businesses who share our philosophy

Investment criteria:

We make long-term commitments to long-term businesses.

Our approach is focused on building relationships with companies that share our commitment to long-term growth and stability. By providing permanent capital, we enable our portfolio companies to focus on their core operations and pursue their strategic goals, free from the constraints of short-term market pressures.

Our goal is to create wins for employees, customers, and investors alike. We look for businesses with the following characteristics:

01

Industry

Low seasonal and/or business cyclicality

Fragmented market with many players

Growing at 5% per year

Examples: Business services, technology, software, healthcare,

02

Financials

$1.5M+ in EBITDA

20% net income margin

High recurring revenue

3% annual growth

03

Company

Low customer concentration

Long track record of operations

High switching costs

Owner seeking retirement or successor CEO