Investment Philosophy
Our goal is to build solid businesses for the long term that will produce premium returns for our investors. We invest in quality management teams — either currently at the company or, if required, brought in from outside — that are driven to achieve success for the company, for themselves, and for our investors.
Our General Partners are strongly engaged with each portfolio company. In some cases, we assume operational roles as part-time members of the management team. Leveraging our operational experience and technical expertise, we work closely with each portfolio management team to deliver corporate strategy, financial controls and discipline, business development partnerships, financial restructuring, performance metrics, and key additions to the management team and Board of Directors.
We provide capital through a network of high net worth individuals with strong management backgrounds who co-invest with us in every deal. We utilize a conservative capital structure in our acquisitions to create financial and operational flexibility, including debt financing when appropriate. Since we do not maintain a captive fund, we enjoy flexibility and latitude in our investment selection. We are able to pursue opportunities that may be too small for larger private equity funds.
We have experience with a broad set of industrial technologies, and bring to our engagements solid understanding of manufacturing processes, industrial distribution channels and sales processes, and product life cycles. We provide our investment partners with professional investment services including:
Our General Partners are strongly engaged with each portfolio company. In some cases, we assume operational roles as part-time members of the management team. Leveraging our operational experience and technical expertise, we work closely with each portfolio management team to deliver corporate strategy, financial controls and discipline, business development partnerships, financial restructuring, performance metrics, and key additions to the management team and Board of Directors.
We provide capital through a network of high net worth individuals with strong management backgrounds who co-invest with us in every deal. We utilize a conservative capital structure in our acquisitions to create financial and operational flexibility, including debt financing when appropriate. Since we do not maintain a captive fund, we enjoy flexibility and latitude in our investment selection. We are able to pursue opportunities that may be too small for larger private equity funds.
We have experience with a broad set of industrial technologies, and bring to our engagements solid understanding of manufacturing processes, industrial distribution channels and sales processes, and product life cycles. We provide our investment partners with professional investment services including:
- Active deal sourcing and evaluation
- In-depth due diligence analysis
- Negotiation of deal terms
- Tax-beneficial deal structuring
- Active involvement in portfolio companies as board members, if desired