Genuine Partnership, Trust and Mutual Respect

We believe that accelerating growth in the lower-middle market requires genuine partnership, trust, and mutual respect.

Only with these pre-conditions can we invest – and become personally invested in – the companies we work with. We work shoulder to shoulder with our companies’ management teams and offer tailored guidance designed to help create value. 

Partnership means we work with you

Financial Planning and Analysis

means we’re rolling up our sleeves to build and iterate on financial models with you. We design dashboards and reporting, and handle lender relationships so management teams can focus on operating.

Sales and Marketing

guidance includes chairing a sales and marketing committee at the board, and initiating regular conversations on strategies to accelerate sales momentum.

Corporate Development

to us means sourcing acquisitions, leading the due diligence for our portfolio, and helping lead the process all the way to closing.