Approach & Criteria

We value our reputation and commitment to our customers, employees, and communities.

Business transitions and the exit of a founder or family member are part of our approach. We hold our own high standards and are proud to be part of the community.

We are active investors who have experience and knowledge of the business world. We help guide the decisions of our clients by providing them with the necessary resources and advice.

We seek to be a trusted advisor and counselor to our clients on their most critical decisions. This involves regularly participating in the Board of Directors.

We believe that employees are the most important assets of a successful company. We also focus on developing a culture that is conducive to employee success.

We have a vast network of industry relationships that allow us to provide our portfolio companies with the opportunities they need to succeed.

We are flexible in the way we approach investing.

We can evaluate various opportunities in different industries and, depending on the nature of the investment, we may find them to be beneficial.

We typically make investments in the range of $500,000 to $10 million.

Each transaction is carried out with the goal of generating a return on our capital.

We can use our capital to fund various types of business activities, such as acquisitions and business exits. These include: business startups, growth equity, and management buyouts.