When an investment opportunity arises, we first establish a set of realistic projections regarding growth, opportunity, risk and likely exit.

Next, we develop our thesis with supporting research throughout the due diligence process. We then outline a market strategy for growth and identify potential strategic add-on acquisitions to create synergy and add value.

When we purchase a company, we prefer to keep existing management in place as owner-operators and shareholders. We align ourselves with management and employees by offering the opportunity for a meaningful ownership stake, ensuring motivation and reward for successful management performance.

In the case that a company founder is looking to retire or leave the business completely, we will implement a seamless succession strategy. We search for a CEO with relevant experience, a successful track record, the ability to motivate and realign management, and create cohesion with the corporate culture and existing management team.

*Post-Close Strategy*
Once a deal is closed, we begin to implement our strategy and create value. Our team offers guidance and assists management with financial or operational challenges while actively monitoring performance. We invest our capital and professional resources with the goal of funding growth and generating equity value for our investors and management partners. At this time, we begin to execute strategic direction, identify and contract with key hires, and seek add-on acquisitions or consolidation strategies.

After optimizing company growth and performance, we exit our investments through sales to strategic or financial buyers. Our typical investment holding period is three to seven years.