We’ve always gravitated toward complex projects, and we’ve found that in some cases, we can provide a better solution to business owners when we act as an investor partner instead of as an intermediary. We’ve developed a capital base that allows us to invest alongside owners or management teams when appropriate.

We are proud of the deep relationships we’ve developed with business leaders and owners who trust our expertise and advice enough that they find value in inviting us into their life’s work as a co-owner. Whether as a bridge to a later ownership transition down the road, a steady hand through a difficult period, or as a way to cement a long-term partnership, a formal seat at the table allows us to use our hard-won learnings across 30+ years and hundreds of transactions for the benefit of the business.

Let's start a conversation.