Approach

Our unique approach reflects our core values - authenticity, transparency, humility, and respect. We are stewards of the companies associated with our firm and feel a tremendous responsibility to preserve the founder’s legacy and maintain the company’s relationships with employees and the local community. Our collaborative approach empowers employees and gives us the ability to build upon the company’s existing foundation by providing the incremental strategic, operational, and financial resources required to best position the company for the future.

We exclusively use our own capital to provide liquidity to existing owners, regardless of whether they intend to continue to operate the business or move on to a new chapter. Without constraints related to a traditional commingled fund, investment strategy, or time horizon, we have the flexibility required to focus on the company’s long-term success, rather than on generating a short-term financial gain.