Clear value-proposition to customers, evident in the longevity of the platform (10+ year), the margin profile (meaningfully above industry standard), or both
Strong ties to customers, vendors and local communities
Employees who take pride in working for the company and view it as more than just a “job”
We are always looking for “Unfair Fights” where we can get an asymmetric return profile
Capital base alongside long-term and operator centric focus allow us to do deals that others can’t
Size and type of private investments allow for an asymmetric return profile
Relationships, which were cultivated over the years, allow us to secure more favorable deal terms
Frequently have a “chip on the shoulder”, eager to demonstrate their capability with a CEO title and institutional backing
Experienced professionals with deep industry expertise and experience operating companies of similar size and scale
Demonstrable and referenceable track record of achieving best-in-class results
High confidence that the EBITDA target can be achieved in 5-7 years or less
Large underpenetrated markets that are highly fragmented
Ability to grow organically or through acquisitions
“Low hanging fruit” to improve operations from day 1
We sponsor tier 1 operators to replicate their prior track record of value creation.
Operator quality
Stage, size, and industry agnostic, sponsoring the operator to expand their existing operation, acquire a platform, or launch a new enterprise
We invest in quality platforms with meaningful staying power and growth potential.
Platform Quality
Industry agnostic strategy acquiring high quality platforms with demonstrable staying power in their segment