Investment Universe
We seek to invest in lower middle market companies that other investors often overlook. We specialize in sourcing companies that need our help to enhance and establish their organic sales process or who can form the basis of an acquisitions strategy to consolidate within their industry. We target companies with growing historical results, positive EBITDA, and where we can take a control ownership position or have significant value add impact.
Current Portfolio
We seek to purchase companies that understand their industry and need external help to boost organic sales or execute on an acquisitions strategy. These companies typically feature smart operators, recurring revenue, and are in overlooked industries. Our investments focus on growth rather than simply cutting costs and our direct involvement centers on helping each business scale via:
Organic Growth
Acquisitive Growth
We seek to invest in lower middle market companies that other investors often overlook. We specialize in sourcing companies that need our help to enhance and establish their organic sales process or who can form the basis of an acquisitions strategy to consolidate within their industry. We target companies with growing historical results, positive EBITDA, and where we can take a control ownership position or have significant value add impact.
Current Portfolio
We seek to purchase companies that understand their industry and need external help to boost organic sales or execute on an acquisitions strategy. These companies typically feature smart operators, recurring revenue, and are in overlooked industries. Our investments focus on growth rather than simply cutting costs and our direct involvement centers on helping each business scale via:
Organic Growth
- Bridge FT - Financial advisor software
- Clare Controls - Smart home and security integration
Acquisitive Growth
- Optio RX - Compounding pharmacies
- First Choice Lab Group - Dental laboratories