Our Approach

The right investment partner at the right time.

  • Reputation earned by experience.

    Founded more than 20 years ago as a standalone investment partnership, we are a cohesive team with a strong reputation for making successful investments that generate exceptional returns.

  • Creative and flexible solutions.

    We design junior capital transaction solutions to fit each PE partner’s unique needs, helping them to enable their companies to become industry leaders.

  • Quick decision-making.

    We can move quickly and decisively through the transaction process by continuously working to align the interests of all involved parties.

  • Getting there together.

    We listen deeply and get to know each sponsor, then move forward together by making their goals our own.

Our investment criteria.

We focus on making investments in private equity backed companies across a broad range of industries, including business services, consumer, industrials, and healthcare.

  • $20 MM – $75 MM Investment range*
  • $10+ MM Preferred EBITDA

*Combination of subordinated debt and equity securities in each transaction.