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 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

Financial sponsors with whom we have an established or growing trusted relationship. 

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