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.
We partner with private equity operators, providing backing and non-control co-investment capital, while they fuel growth and unlock value with a focus on strategic investments in dynamic companies.
We invest in businesses as passive and non-controlling investors
We like businesses with $2 million or more EBITDA, with relatively stable revenues, within stable industries
We invest between $500,000 and $15,000,000 per transaction
We aim to provide capital and help you take business to the next level, including through acquisitions and expansion
Frequently, our capital is used to pay down bank or unfriendly debt, freeing companies to execute better growth strategies, and reducing owners’ risks
Often, a portion of our invested capital is paid out to the business owner, to diversify wealth
Usually, we are invited to join the company board or advisory board, to help with growth strategies
SEASONED AND EXPERIENCED TEAM
- Investing in growth private equity since 1994
- Providing sale-leaseback financing since 1996
- Institutional investment experience gained at Lehman Brothers during the 1998-2002 period
- Investing in buyout private equity since 2002
- Investing in recapitalization private equity since 2009
- Co-investing with independent sponsors since 2015
- Extreme lower-middle market focus
- Over $1 billion of executed transactions in the downstream energy sector
- Over $300 million of executed transactions in the industrial manufacturing sector
- Over $200 million of executed transactions in the hospitality sector
- Over $150 million of executed transactions in the health care and personal services sectors
- Over $100 million of executed transactions in the business services sector
- Team members in Newport Beach, Atlanta, New York, and Vienna are providing 10-time-zone coverage
Our executed principal investment transactions here (limited access)
IMPORTANT NOTICE ON THE ABOVE ANNOUNCEMENTS: Announcements herein: 1) Are for information purposes only: 2) Shall not serve as an endorsement of any entities or companies; 3) Do not constitute investment advice; 4) Do not recommend investing in any of the companies; 5) Do not recommend or solicit investing with us; 6) Do not recommend or solicit investing with any of the entities; 7) Are to be viewed with a knowledge that private equity is a high-risk investment asset class; 8) Imply that we are a "qualified" and "accredited" investor, able to understand and manage risks related to these type of investments