Strategy

  • Leverage our broad investment charter to invest a combination of subordinated debt and equity securities in private equity transactions.
  • Operate in a quick and decisive manner throughout the entire transaction process.
  • Perform as long-term, company-centric investors committed to helping align interests for all involved parties.
  • Measure our success by the accomplishments of our sponsor partners and their portfolio companies.
  • Seek investment opportunities in diverse industries, such as business services, consumer, distribution, industrials and healthcare.

Parameters

  • Private equity sponsorship
  • Growing and profitable middle market companies with EBITDA >$10 MM
  • $20 MM – $75 MM investments
  • Combination of subordinated debt and equity securities in each transaction