Investment Philosophy

Overview


It is our fundamental investment philosophy of more patient private equity together with buy and build investing that makes for a unique value proposition to growth-oriented companies, their owners and management teams when selecting equity partners.

We believe in building smaller middle market companies by partnering with management in the equity stack and removing barriers to growth and enhanced profitability. Action-by-action, building the greater enterprise through the development and execution of fiscally responsible growth strategies, both organic and through targeted acquisitions.

We believe that there’s a need for more patient private equity, in particular in the lower middle market, as many investment firms are encumbered with pre-defined exit pressures and portfolio driven decision making, often for fundraising purposes, which may not be advantageous for optimizing long-term capital gains at the portfolio company level. Because we are investing our own capital, and forming capital on a portfolio company basis, we are not subject to the cycle of fund raise and expiration common to many investment firms.

While not limiting sector focus, we seek to make investments in engineering driven, specialty manufacturers and related critical service providers within aerospace and defense, medical device, life sciences and semiconductor, among other industrial supply chain verticals sharing similar characteristics.