About our Firm
Truly Invested.
We are different than traditional private equity in that we approach investing and operating with a dedicated focus on one company at a time. Funded with long-term capital, our role as owner-operators allows us to build continually over extended time frames without regard to market swings. We believe that deep sector expertise is fundamental to driving strategy decisions, managing capital allocation, and identifying both organic and M&A opportunities for our enterprises. As such, we actively participate in our industry, engaging with other owners, leaders, customers, and trade associations within the field with an unparalleled focus.
This immersive approach underpins the trajectory of our growth, as our consolidation strategy relies on our credibility and reputation with the successful entrepreneurs we seek to partner with.
Durable Perspective.
We enter industries that are large, fragmented and benefit from a durable demand for the core product throughout economic cycles. This fragmentation leaves ample ‘white space’ for an acquisitive strategy, and it takes time to build relationships and trust with our prospective partners. A time-constrained exit plan creates pressure to transact and ultimately is a natural inhibitor to growth. Because we benefit from a durable capital base of likeminded investors, we need not rush acquisitions against a shot clock. We operate our enterprise with urgency, but we transact with patience.
Extended duration in a fragmented industry also allows us to make capital investments in our operations that others may skip due to shorter term horizons. We are not transient participants looking for a quick flip- we are mainstays, deeply involved in the fabric of the industry ecosystem. We’ve experienced that this commitment yields opportunities that are unique, from inorganic investments in our companies to referrals for family-owned enterprises looking for the next chapter.
Ultimately, we believe deeply in the power of compounding and seek to apply its benefits not just to capital, but to relationships with our partners.