We focus on the middle market, recognizing the unique opportunities and challenges that come with rapid growth, expanding operations, increased capital needs, and higher financial risk faced by entrepreneurs and business owners.

Our role is to provide support through capital, expertise, and connections, helping grow businesses, value, and financial legacies.

IN FOCUS: Private Equity

We target differentiated sources of return by allocating capital to buyout, growth, and recapitalization transactions, co-investing with a select network of seasoned entrepreneurs, private equity sponsors, and institutional investors.

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IN FOCUS: Strategic Recapitalization

Strategic Recapitalization may be a viable alternative to selling a business. A well-structured and properly executed, company can align the company's capital structure with the long-term business strategy and owner priorities, including liquidity, tax planning, asset protection, estate planning, growth, and succession. 

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