We focus on established, profitable businesses with strong fundamentals and room to grow.

• Enterprise Value: $20M – $250M

• EBITDA: $2M – $25M

• Revenue: $20M+

• Geography: North America

• Industries: Lower middle market businesses across most sectors

• Capital Types: Senior Debt, Mezzanine, Subordinated Debt, Preferred Equity, Common Equity; control and non-control

• Use of Proceeds: Growth capital, acquisitions, recapitalizations, management buyouts, shareholder liquidity

• 30+ years of operational and investment expertise

• 600+ completed transactions

• Flexible capital structures that fit situations where traditional PE firms can't

• Patient, family-backed capital with no artificial fund timelines

• An extensive network of industry executives, strategic partners, and co-investors

• Access to several hundred partner capital providers for opportunities outside our fund's mandate

We work alongside management teams to accelerate growth while preserving company culture. Our approach is hands-on in support but non-intrusive in practice. We provide strategic guidance, operational expertise, and access to our extensive network without disrupting what's already working.