Portfolio & Investment Approach
A 100+ company direct platform plus 50+ secondary investments — extensively senior secured, diversified across 40+ industries nationwide.
What We Look For
Target Companies
EBITDA $5–50M; revenue $15–200M. Established, profitable U.S. lower middle-market businesses with consistent, recurring revenue and experienced management teams.
Investment Size
$10–50M per investment, with the ability to hold up to $100M+ through the platform and co-investment.
Geography
United States, nationwide. A coast-to-coast Collaborative Ecosystem® supports local sourcing and diligence.
Use of Proceeds
Often event-driven growth. We seek to fund and invest alongside acquisitions and organic expansion, creating flexible capital solutions that help owners achieve their objectives.
Diversified Across the Economy
Focused on recession-resilient sectors across 40+ industries.
The above images are illustrative.
Can't Find Your Industry?
We invest across 40+ industries. Reach out to discuss your business or opportunity.
A Nationwide Portfolio
A sample of the platform’s geographic and industry reach, not a complete or current holdings list.
Pet Hospitality Service
Florida Home Health Provider
Fiber & Cable Infrastructure Contractor
Video Advertising Platform
Traffic Control & Flagging Services
Montessori Early Childhood Education
Precision Manufacturing Platform
Concrete Batch Plant OEM
Mechanical, Electrical & Plumbing Services
Eco-Friendly Laundry Products
Supplier of Rental Equipment & Services
Transportation for Students with Special Needs
Our Investment Approach
Rigorous Underwriting
Comprehensive diligence across financial, operational and market dimensions.
Focus on Capital Protection
We underwrite to a company’s liquidity and capital structure — low starting leverage, and covenants and other protections where applicable.
Active Portfolio Management
Quarterly engagement and continuous monitoring across the portfolio.
Collaborative Ecosystem®
Specialized managers and operating partners supporting value creation.
For informational purposes only. Not an offer to sell or a solicitation to buy any security. Investing involves risk, including possible loss of principal.