WHERE WE HAVE EDGE
Target Industries
We invest in businesses that provide essential, recurring, or highly differentiated services and products. Our experience is deepest in sectors where strong operators and local relationships create durable competitive advantages.
-
Industrial Products & Services
-
Home & Facility Services
-
Niche Manufacturing
-
Food Products & Services
WHAT WE LOOK FOR
Company Profile
We focus on lower middle market businesses with proven financial performance and a clear runway for growth. We are not distressed buyers. We look for fundamentally sound companies where the right partner can unlock the next phase.
-
Platform Acquisitions: $3M - $8M EBITDA
-
Add-On Acquisitions: $500K+ EBITDA
-
Trends: Consistent, multi-year record of profitability
-
Growth: Clear organic or acquisition-driven opportunity
HOW WE STRUCTURE DEALS
Ownership Dynamics
We are flexible on structure because we know no two situations are alike. We've closed deals across a wide range of ownership dynamics and bring the experience to get creative when the situation calls for it.
-
Controlling equity positions (most common)
-
Owner transition & retirement planning
-
Shareholder liquidity & recapitalizations
-
Corporate carve-outs & divestitures
WHERE WE INVEST
Regional Focus
Our primary focus is the Southeast and Mid-Atlantic, a region we know deeply through the years of building relationships with owners, operators, and advisors. That local knowledge translates into faster decisions, stronger networks, and better outcomes.
-
Primary: Southeast and Mid-Atlantic regions
-
Add-Ons: No geographic limitation for acquisitions within existing platforms
INVESTMENT FOCUS
We Know Exactly What We're Looking For
We've closed deals across a wide range of structures and industries. Here's exactly what we're looking for and how we work.
How We Think About Partnerships
INVESTMENT PHILOSOPHY
"We've spent our careers working alongside small business owners, not just advising them, but operating alongside them."
We Understand What You've Built
We know firsthand the early mornings, the difficult decisions, and the earned trust that goes into building something worth being proud of. We don't just bring capital, we bring operational experience, commercial relationships, and a genuine long-term commitment to every business we partner with. Profitability doesn't tell the whole story, and we know it.
We Are Straightforward to Work With
We move with conviction when we find the right fit. We don't retrade. We've built a track record of closing what we say we'll close, and our decision-making is streamlined by design. Our investment criteria are clear, our capital is ready to deploy, and we pay fair fees on time.
We work with lenders who understand lower middle market businesses and value an equity partner who is operationally engaged. We bring financial discipline, transparent reporting, and a long-term ownership perspective that aligns with the priorities of our lending partners. We are not distressed buyers; we invest in fundamentally sound businesses with clear paths forward.
An Experienced Equity Partner
What We Look For
INVESTMENT CRITERIA
Our criteria are a starting point, not a rigid filter. If a business is exceptional in ways that don't fit neatly into a box, we want to hear about it. The right deal is defined by the quality of the business, the strength of the team, and the opportunity ahead.
WHO WE WORK WITH
The Right Next Step
Business Owners
If you've built something worth being proud of and you're thinking about what comes next — whether that's a full exit, a growth partnership, or simply securing the right future for your team — we'd like to have that conversation. We keep things confidential, move at your pace, and never pressure a timeline.
Company Advisors
We work closely with investment bankers, business brokers, and M&A advisors across the Southeast and Mid-Atlantic. If you have a current or upcoming engagement that fits our profile, we'd welcome an introduction. We are straightforward to work with, we close, and we pay fair fees on time.
Financing Partners
We work with regional lenders and specialty finance providers who understand lower middle market businesses. We bring financial discipline, engaged ownership, and transparent communication to every partnership. We'd welcome a conversation about how we work with our financing partners.
We keep our process simple, our communication direct, and our commitments firm. Whether you're a business owner, an advisor with a client, or a lender looking for an equity partner — the next step is a straightforward conversation. We respond to every inquiry personally.
TAKE THE NEXT STEP