INVESTMENT FOCUS
Clear Criteria. Focused Sectors.
Here's exactly what we look for, and the sectors we're actively pursuing now.
How We Think About Partnerships
INVESTMENT PHILOSOPHY
"We've spent our careers working alongside founders, families and management teams, not just advising them, but operating alongside them."
We Understand What You've Built
Taking a successful company to its next stage takes more than capital. We have worked inside businesses as they professionalized their systems, deepened their management bench, added capacity and capabilities, and completed acquisitions. We bring that operating experience, along with commercial relationships and a genuine long-term commitment, to every business we partner with.
We Move at Your Pace
There's no fund clock driving our decisions. We take the time to understand your business, keep every conversation confidential, and close when you're ready, on terms we've been clear about from the start.
We invest our own capital, so we can own a business for as long as it makes sense. After closing, our focus is building lasting value by adding talent, systems, and complementary acquisitions, not engineering an exit.
We're In It for the Long Term
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.
WHERE WE HAVE EDGE
Target Industries
We invest in businesses that provide essential, recurring, or differentiated products and services. Our experience is deepest in sectors where operational excellence, technical know-how and long-standing customer relationships create durable competitive advantages.
-
Specialty Manufacturing
-
Industrial & Business Services
-
Distribution
-
Residential & Commercial 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.
-
Platforms $3M–$10M EBITDA
-
Add-Ons $500K+ EBITDA
-
Trends Consistent, multi-year profitability
-
Growth Clear organic or acquisition-driven runway
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)
Founder & family-owned businesses
Owner transition & retirement planning
Shareholder liquidity & recapitalizations
Corporate carve-outs & divestitures
Growth capital for established management teams
WHERE WE INVEST
Regional Focus
Our primary focus is the Southeast and Mid-Atlantic, a region we know deeply through years of building relationships with owners, operators, and advisors. That local knowledge translates into faster decisions, stronger networks, and better outcomes.
Platforms Southeast & Mid-Atlantic, with flexibility for the right fit
Add-Ons No geographic limitation within existing platforms
ACTIVE SEARCH CAMPAIGNS
What We're Pursuing Now
Specialty Chemicals & Process Services
• Water Treatment Chemistry
• Cleaning, Sanitation & Hygiene
• Coatings & Surface Treatment
• Contract Packaging
• Contract Blending & Filling
Industrial Facility Services & Solutions
• Mechanical Utility Systems
• Equipment MRO
• Equipment Remanufacturing
• Welding & Fabrication
• Industrial Coatings
• Testing, Inspection & Compliance
Specialty Manufacturing & Industrial Products
• Engineered Components
• Engineered Materials
• Consumables & Wear Parts
• Contract Manufacturing
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 banks and M&A advisory firms. 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 banks, private credit funds, 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