About
Our Story
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Who We Are and What We Do:
- We are a private holding company rooted in more than 70 years of family business heritage
- We have ample capital and a flexible investment horizon
- We do not have to raise funds from investors
- We make direct equity co-investments of $2 million to $10 million per platform company
- We co-invest alongside high-quality sponsors that are leading change of control transactions in the lower middle-market
- We are not the sponsor or lead investor in these acquisitions but seek to be value-added to our investment partners through our experience and network
Our History and Experience:
- We have more than 25 years of experience making direct equity investments in lower middle-market companies
- Until 2024, we acquired controlling ownership stakes with our own capital and grew our portfolio companies organically and through follow-on acquisitions
- To accelerate the diversification of our investment portfolio and to deploy more capital, we now focus on direct equity co-investments
- Our three officers have 45 years of collective experience making direct private equity investments in middle-market companies
- Our officers have completed more than 100 platform and add-on direct private equity investments and have sat on more than 25 private company boards
Let’s Get Started
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