We appreciate how a good intermediary partner can make all the difference
We're happy to discuss opportunities regardless of stage.
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Reasons to work with us
We keep things simple and we’re not here to waste time.
We do what we say we're going to do.
We have permanent, committed capital (our own). Collectively, we have made investments ranging from low-single-digit millions to over $100M+.
We exclusively invest in lower middle market companies in the U.S.
We have a simple, straightforward transaction process to ensure closing. We do all financial due diligence in-house. We use little to no senior leverage in our deals, minimizing third party involvement. We have an experienced deal team.
We structure deals to meet unique needs. We don’t have artificial constraints on size, structure, or holding periods like other investment firms.
Our investment criteria
Size – companies with annual owner earnings of up to $10M.
Geography – based in the U.S.
Continuity – owners and management can stick around, leave cold turkey, or transition over time.
Ownership – we are flexible on structure and do minority, majority, and other (simple) structures.