Middle Market Private Investment Firm
Partnering with enduring middle market businesses.
We invest in privately held companies where patient capital, practical operating support, and aligned ownership can help strengthen the business over the long term.
Investment Criteria
We look for durable businesses where ownership transition and long-term growth can be supported thoughtfully.
Our focus is on established, profitable companies with defensible market positions and leadership teams who value a practical, partnership-oriented investor.
Financial Profile
- Revenue: $15m+
- EBITDA: $3m+
- EBITDA margins: 10%+
Transaction Types
- Founder recapitalizations
- Management buyouts
- Family succession
- Selective growth capital
Sector Focus
- Business services
- Specialty manufacturing
- Distribution
- Financial services
- Other resilient sectors
Geographic Focus
- Headquartered in North America or Europe
- Open-minded to geography, given our partners' global investing experience
Partner Mindset
- Engaged, steady partner
- Not a purely financial sponsor
- Aligned with ownership and management
Clear Levers
- Growth
- Talent and systems
- Pricing and sales process
- Strategic add-ons
- Operational improvement
Team
A hands-on investment team built around judgment, discipline, and partnership.
We bring an owner-oriented perspective to every conversation. Our work starts with listening: understanding what has made a business successful, where the next chapter can be strengthened, and how capital can support the people already closest to the company.
Contact
We welcome conversations with founders, owners, management teams, and advisors.
If you are considering a transition, seeking a long-term capital partner, or advising a business that fits our criteria, we would be glad to connect.