Our Strategy

We focus on business and consumer services verticals where our Investment Professionals have significant expertise and experience. These verticals include: franchising, outsourced business and IT services, marketing and media services, travel and hospitality, real estate services and specialty finance.  We have built and continue to grow our network of relationships with intermediaries and operating executives to identify companies with unrealized  growth opportunities.

We target companies with some or all of the following qualities:

  • Strong management team
  • Benefiting from favorable macroeconomic or demographic trends
  • Operating in well-defined and defensible market niche with meaningful barriers to entry
  • Possessing proprietary products and services, brand names or channels of distribution
  • Resistant to recessionary pressures due to strong value propositions or significant recurring revenue streams
  • Unrecognized or untapped revenue
  • Modest capital expenditure requirements
  • Ability to serve as platform for add-on, accretive acquisitions