Approach

We Believe Trust is the

Foundation of Successful Relationships

We believe in integrity, transparency, service and excellence. These core values have guided our founders through their military and corporate careers. We are a trust-based organization that builds lasting partnerships.


We appreciate the time and sacrifices business owners have poured into their companies, customers, employees and communities.


INVESTMENT CRITERIA

Preferred Industries


  • Niche Manufacturing
  • Industrial Technology
  • Related Services and Distribution


**We generally do not seek to invest directly in Software, Real Estate, Healthcare, nor Retail companies. 


 Transaction Dynamics



  • Buyout or Recapitalization
  • Staged Successions
  • Minority Businesses and Veteran-Owned Businesses
  • Special Situations


Company Profile

  • Motivated Management Teams Looking for Supportive Partners
  • Well-Defined Barriers to Entry
  • Controllable Capital Expenditure Profile
  • Revenue: $25 million to $150 million+
  • Stable, Improvable Profit Margins

Our Promise to Sellers and Management Teams

   

We will:

  • Act with integrity and maintain the utmost discretion 
  • Clearly state our intentions and our capabilities
  • Commit the necessary time and resources to ensure shared success


   

We Understand What Creates Durable Value

  • Leaders who understand the value of their offerings
  • Scalable unit economics
  • High return, capital efficient investments
  • Multiple “ways to win” over time
  • Appropriate valuation and transaction structure
  • Patience to allow the power of compounding to benefit everyone


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