Investment Philosophy

Investment Philosophy

INNOVATION IN THE LOWER-MIDDLE MARKET SEGMENT

We focus on innovative lower middle-market growth companies that have the capability to grow earnings at double digit rates per annum.

Innovative growth companies who exceed expectations in the lower middle-market provide investors with the opportunity for extraordinary returns. Paired with our operating resources, capabilities and relationships, companies in this size range consistently meet and often exceed our growth and returns expectations.

Industry Experience

Our industry focus enables us to provide real value to management teams, beyond a source of capital.  We remain actively engaged as a resource to senior management in strategic and financing considerations at the board level.  We empower our portfolio companies to pursue larger addressable markets, expand into adjacent market segments, and bid on new and larger opportunities.

STRONG PARTNERSHIP WITH MANAGEMENT AND CO-INVESTORS

We embrace a culture of partnerships with our management teams and co-investors.  By working collaboratively, we build value in portfolio companies whose interests and values align with our own.  In addition, our strong relationships with current and former executives provides our portfolio companies access to invaluable resources and a pool of potential advisor and key resources.