Built on experience
A family-backed perspective shaped by firsthand experience building a business.
Our Approach
Good businesses deserve more than capital. We bring a growth-focused approach rooted in trust, respect, and real partnership.
Focused on what matters most
We invest in the people, values, and processes that make a business work.
Committed to lasting growth
We bring the flexibility, capital, and resources to help companies scale with purpose.
Investment Criteria
- Transaction Types: Control Investments
- Platform Investment Criteria: Revenue $5 - $75+ million, EBITDA $2 - $12+ million
- Add-on Investment Criteria: $500k+ EBITDA
- Geography: United States with a focus on the Southeast, Midwest, and Mid-Atlantic
- Industry Focus:
- Residential and Facility Services
- Value-Added Distribution
- Food Ingredients
Investment Profile
- Proven history of growth
- Local or regional market leader
- Established brand in their communities
- Resilient revenue base with proven customer demand
- Strong reputation built on customer relationships and reviews
- Dynamic leaders with a shared vision for growth
Investment Strategy
- Empower executive and brand leadership
- Foster employee-first cultures to recruit and retain the best talent
- Identify and unlock organic growth opportunities within existing markets
- Add-on acquisition sourcing and execution
- Peer-group networking across portfolio companies
- Win together and align incentives including through management equity participation
