Investment Strategy

What Sets Us Apart…

We collaborate to create enduring value for our partners.
Investment Strategy

What Sets Us Apart…

We collaborate to create enduring value for our partners.

We Equip and Enable

By De-risking and Preparing to Scale:
Prior to investment, leaders and their companies participate in a leadership assessment, coaching, and a strategic engagement process.
We de-risk an investment by establishing an agreed upon purchase valuation before we begin the strategic engagement process.
After investment, we make key hires, implement plans to drive capital efficiency, align the team and rewards with growth plan, implement our financial and requisite organizational management systems.

We Design and Build

By Creating Synergistic Ecosystems of Platform Acquisitions known as Keiretsu
We leverage debt and free cash flows to fund add-on acquisitions, reducing our equity basis, and building strategic synergies that create alpha equity multiples and optimized, risk-adjusted returns.

We Achieve Double Bottom Line Impact

By Value Creation and Culture Transformation:
Values are caught, and leaders who inspire others become great leaders and produce healthy work cultures, families, and communities.
We align work to calling to increase engagement in growth and transformation.
Our effective culture results in higher operating profits for our client companies.

We Equip and Enable

By De-risking and Preparing to Scale:
Prior to investment, leaders and their companies participate in a leadership assessment, coaching, and a strategic engagement process.
We de-risk an investment by establishing agreed upon purchased valuation.
After investment, we make key hires, implement plans to drive capital efficiency, align the team and rewards with growth plan, implement our financial and requisite organizational management systems.

We Design and Build

By Creating Synergistic Ecosystems of Platform Acquisitions known as Keiretsu
We leverage debt and free cash flows to fund add-on acquisitions, reducing our equity basis, and building strategic synergies that create alpha equity multiples and optimized, risk-adjusted returns.

We Achieve Double Bottom Line Impact

By Value Creation and Culture Transformation:
Values are caught, and leaders who inspire others become great leaders and produce healthy work cultures, families, and communities.
We align work to calling to increase engagement in growth and transformation.
Our effective culture results in higher operating profits for our client companies.