Approach

Best of Both Worlds:

Prioritize growth & investment over margin

Long term growth, quality of people and product outperforms 10X over time

Family / Founder Run Business attributes:

  • Value culture & people
  • Long Term mindset
  • Reputation for quality
  • Unique industry knowledge
  • Focused on a specific problem
  • Built to benefit multiple stakeholders

Our Investment priorities:

  • Capital to support business objectives
  • Add value to support Management
  • Grow, achieve scale
  • Generate a return through consistent cash flow and compounding value of assets

Majority Equity investments, partner with & incentivize excellent management

Long Term Capital with no Exit required

No Fiduciary obligations to Investors to Maximize short term value

Uses of Capital: Facilitate liquidity needs of Founder, Invest & Grow

Growing AND Grounded

We exist to allow private companies to endure over the long term and fulfill their Purpose. We help fuel success by adding experiences & networks to augment current capabilities.

Our approach is distinct from private equity in that we take a very long-term view on what’s right for the business, the management team, and other stakeholders.

We partner with great leaders who have a passionate following from their employees and customers.

We can facilitate a management buy-out and/or create a plan for succession together with founder

We have a bias towards reinvesting in growth to build lasting companies rather than a short term focus on the bottom line.

Constant improvement to consistently out-perform. Act like a start-up to test, learn & pivot when necessary.

Sustain and enhance performance by bringing in practices and talent that will help the business grow and scale.

Keep reading

How We Add Value

Where we contribute once we are partners.

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