Providing clear and uninterrupted information for our teams, investors, and partners
Investing the time to prepare; every interaction matters
Moving intentionally with discipline
Driving results through a concentrated portfolio
Effectively communicating with team members, investors and business partners
Establishing and upholding firm-wide accountability standards
We acquire platforms in niche essential service based industries that are positioned to outperform — and often overlooked and off the radar of other investors. Our companies have clear and quantifiable value propositions and are poised to emerge as market leaders.
At the highest level, here's what we look for:
We look for services and businesses that benefit from macro and structural trends, including demographic demand, compliance, and changing social behavior.
We pursue fundamentally sound business models, that deliver outstanding customer value, predictability, strong free cash flow margins, and operating leverage.
We partner with or recruit best-in-class executive teams with exceptional leadership, communication skills, and a track record of delivering significant value.
We uncover opportunities that are positioned to outperform or are overlooked by the broader investment community.
