Our Philosophy
We are changing the private equity paradigm.
Aligned partnerships
We and our management partners win only if our businesses grow and succeed.
Stewardship
We invest only our own money. We have no outside investors or fee streams to distract us from our focus on building great companies.
Partnership
We believe that strong partnerships with great leaders, more than well-structured transactions, are what really drive investment success.
Focus
We aim to make only a few investments per year; every company matters to us.
Value-Added Expertise
We actively support substantial growth and change at our companies.
Experience
Collectively, we have 60 years of experience managing $8 billion of equity invested in over 40 countries worldwide.
Mindset
We aim to drive results like a private equity fund, but with the mindset of a permanent business owner.
Long-term investment horizon
We think in decades, not quarters.
Patience
Our capital has no fixed time horizon. We believe that great companies have many avenues for growth, and realizing each one can take years.
Durability
We invest for long-term payoff and view economic downturns as opportunities to re-invest in businesses we know and like.
Investment Criteria
Industries
Business Services, Healthcare, Consumer, Industrials, TMT
Investment size & structure
$5-35M+ EBITDA / $25M-150M+ equity investment
Transaction Types
Control or significant minority equity position; opportunistic/ special situation investments
Geography
Primarily North America; however, we consider international opportunities
Add-on Investments
We work closely with our management teams to identify and pursue add-on acquisitions
