Investment Strategy
We have approximately $160 million of capital under management. We are committed to long-term value creation that generates above average returns.
Identify Investment Opportunities
We continuously monitor macro-economic trends to identify investment opportunities, and we perform in-depth industry analysis and thorough due diligence prior to investing
Expertise & Understanding
We invest in businesses in which we have expertise and understanding
"Added Value"
We provide "added value" to portfolio companies in the form of strategic advice, relationships, and investment experience
Geographically Proximate
We focus on companies that are primarily located east of the Rockies
Lead Sponsor
We intend to be the lead sponsor in at least 70% of our investments
Maximize Deal Flow
We maximize deal flow by utilizing finders, advisors, former managers, investors, attorneys, accountants, and investment bankers -- and we pay finders fees
Maintain Open Communications
We maintain open communications with our business managers, intermediaries, investors, business partners, and employees
Opportunistic, Entrepreneurial Spirit
We foster an opportunistic, entrepreneurial spirit both within our firm and in the businesses in which we invest