Who are we?
We are seasoned investment professionals providing collaborative liquidity solutions to small and medium sized businesses in the professional services and light manufacturing & distribution industries. Leveraging our extensive transaction experience, we faithfully deploy our network and operational resources to create portfolio value.
Our mission centers around an unyielding commitment to the growth and success of our partner businesses, leading with culture-building, employee empowerment, management & stakeholder alignment, and direct, transparent communication.
70+ Years of Investing Experience
Over 130 Transactions Completed
Over $500 Million of Capital Managed
Strong Investor Network
Investment Mandate
Revenue of $10 to $80 million
EBITDA of $2 to $8 million
Flexible capital structure and investment horizons
Motivated, equity-oriented management
Sustainable competitive advantage
Cyclical resistant end-markets
Actionable growth opportunities
Diversified customer base
Superior customer service model
Stable and predictable cash flow
Value Creation
Governance
Management Augmentation
Finance & Working Capital
IT & Infrastructure
Acquisitions
Sales & Marketing
ESG
Work Hard, Play Hard
Structuring Philosophy
Every transaction is unique in its own right. Rather than applying a one-size-fits-all approach, we tailor our involvement based on the desired outcome and company-specific optimal investment life. Capital is invested in single-purpose vehicles and is raised from a variety of familiar and committed resources, ranging from pre-qualified institutional investors to high net-worth individuals, many of whom have supported us in past investments.
Our deep network and solid relationships with equity providers, and senior and subordinated lenders alike, allow us to work together to create a capital structure that provides maximum financial flexibility for reinvestment in the growth of the business and its team members.
Representative Partnerships
Professional Services
black creek
A premier provider of fully integrated public safety software and facility control systems, including annual support services, to corrections environments
clear rate
A high-touch service provider of enterprise and consumer telecommunications solutions in over 20 states, including fiber internet, hosted phone systems, cloud servers, managed IT, and additional services
firehouse strategies
A full-service, bi-partisan, authentic PR and public affairs firm, delivering targeted persuasion campaigns for Fortune 500 and trade association clients across many different industry verticals.
reconstruction experts
A provider of specialized property services to homeowners’ associations and other property owners through eight offices in Colorado, California, Texas, and Florida
transglobal services LLC
A critical infrastructure services provider, including survey, drafting, data analytics and right of way, to the energy, utility, renewables, and real estate end market.
sagent
A leading provider of network equipment distribution, repair and maintenance services, and data analytics for a bluechip customer base in the wireless, cable, data, and wireline industries.
gullet
A provider of survey, drafting, right-of-way, and other pipeline services for midstream infrastructure owners and operators.
swc technology partners
A provider of information technology consulting and managed services to the middle-market, serving both B2B and B2C customers primarily in the Chicago metropolitan area.
Light Manufacturing & Distribution
carolina precision
A precision manufacturer servicing a blue-chip customer base in the aerospace and defense, specialty industrial, and medical device markets.
nebr
Mass transit/coach bus repair and maintenance services provider serving the transportation and airport authorities in New York and Boston and bus OEMs in the United States.
infinite packaging group
A provider of flexographic and digital pressure sensitive labels, shrink sleeves, and flexible packaging products, serving the food & grocery, consumer goods, pet care, and automotive markets.
snowden pencer
A leader in the design, development, manufacture, distribution and sale of reusable surgical instruments used in general, plastic, laparoscopic, and open cardiovascular surgery.
metaltech
A provider of value-added, customized metal cutting and distribution services to industrial manufacturers, diversified energy companies, fabricators, machining centers, and repair companies.
cimarron
A national manufacturer of highly customized and engineered energy production, processing and environmental solutions to the U.S. oil and gas industry
tidewater
A distributor of logging equipment, parts and service to the timber harvesting segment of the forestry industry.
stafford transport inc.
A provider of municipal waste-hauling services from transfer station to landfill across the Southeast.
