Our Investment Strategy
We believe maximizing value means building our companies as if we are going to own them forever.
We utilize a disciplined investment approach that leverages the experience of our team and flexible capital to improve the performance of our portfolio companies. We invest in industry verticals where we see outsized risk adjusted returns and are currently focused in Infrastructure Services, Niche Manufacturing and Education Services.
We strive to transform businesses into market leaders by adhering to the following key principles:
- The Best Team Wins - We look to partner with successful management teams running market-leading companies and to build long-term value together.
- Business Excellence – We partner with our portfolio company management teams to deploy best-in-class processes across the portfolio. Examples include multi-year strategic plans updated annually, board governance that includes industry experts and detailed monthly operating reviews.
- Sensible Capital Structures - We structure transactions unique to each opportunity; for owners staying with the business, owners seeking to transition out of the business, corporations divesting assets, or financial sponsors seeking an exit. In each instance, we capitalize our companies so that management has the flexibility to execute the appropriate strategy.
- Disciplined Approach to M&A - We seek to accelerate organic growth within our investments with add-on acquisitions that generally fit the following criteria:
- Direct competitors
- Complementary products / services
- Overlapping customers / channel relationships
- Indirect competitors in adjacent markets