Sector focus
Focus on sectors we know well: Multi-Unit, Healthcare, Technology
Flexible capital
Majority or significant minority ownership; ability to hold long term
Growth orientation
Investment returns through accelerating performance
Concentrated portfolio
Time and resources dedicated to a limited number of investments
MULTI-UNIT
Fitness
Personal care & beauty services
Home services
Auto services
Equipment dealerships
Restaurants
Specialty retail
Distribution
HEALTHCARE & WELLNESS
Medical practice groups
DME dealers and manufacturers
Revenue cycle management services
Healthcare IT
Behavioral health services
Home health
Fertility services
Retail / consumer driven health
Weight loss services
Rural health
TECHNOLOGY & ONLINE
E-Commerce
Managed IT services
Cloud services
Telecom services
Marketing services and lead generation
Niche enterprise / vertical software
Office equipment dealerships
FLEXIBLE CAPITAL
We structure every transaction to meet each business owners unique objectives
Active Growth Partners
We do not operate companies day-to-day, but we are a hands on investor with a laser-like focus on accelerating growth
CONCENTRATED PORTFOLIO
We devote our time and resources to a small group of companies we believe in, strongly aligning our incentives with other owners and management teams
Insights drive our investing
We do not wait for opportunities to come to us. Instead, we perform deep research on our target sectors in order to create unique points of view and angles on growth for the companies we invest in.
Express Car Wash Market Perspective
Managed Print Services Thesis