Strategic planning
Proactive leadership
Organic and acquisition-based growth
Responsible risk-taking
Disciplined investment processes
Seeking investments in the lower middle market and being disciplined in what we will pursue yet creative in how we will structure investments has been vital to our success. We bring the collective business experiences of our team to bear in evaluating potential investments and are actively involved after closing. We seek to create a collaborative approach with the management teams of our companies.
We look for companies that have the following characteristics: