We are proactive problem solvers, not passive partners. This means that we show up each and every day—not just at quarterly board meetings. We are co-creators that roll up our sleeves and get to work: applying our vast financial, legal, marketing, digital and operational know-how to help firms capitalize on opportunities and access growth potential.

 

We understand entrepreneurs, because we are entrepreneurs. The majority of our firm’s partners have established, led and sold sizeable companies. Not only do we understand the sacrifices it took to get to where you are now, but we know how to get you to the next level. 

 

We’re thoughtful and strategic in our approach. We’re committed to investing in firms where we know we can add significant value. We see ourselves as co-creators, and that means collaborating with strong leadership teams that share our enthusiasm for change management and innovation.

 

We prioritize people. From our firm’s inception, and the launch of our inaugural “Mentor Fund,” we have upheld a strong commitment to nurturing success in others. Whether it’s our own team

members or the founders we’re backing, we believe that an investment in people is one that pays dividends—you grow great companies by growing their leaders.

 

We have deep roots in the industries we serve. Specialization matters, and you can confidently rely on our past experience to steer your future. Our domain expertise and expansive professional network mean that we are highly attuned to niche trends, challenges and opportunities. These deep roots enable us to not only foster growth, but to remain resilient and steadfast in the face of any headwinds.

 

We act with empathy and integrity. The best partnerships are built on a solid foundation of mutual respect and honesty. That means communicating early and often to align goals, and remaining true to our word.