Our Approach

Good businesses deserve more than capital. We bring a growth-focused approach rooted in trust, respect, and real partnership.

Built on experience

A family-backed perspective shaped by firsthand experience building a business.

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