We are focused. We are disciplined and relationship driven. We partner and invest with founder-owners and management teams on creating differentiated outcomes which exceed expectations.


  • Focus on lower-market segment or companies with Enterprise Value less than $50 million
  • Area focus on consumer wellness & healthcare, franchising, business services, technology and industrial products
  • Each business is unique so we are flexible with investment structures; will invest as equity and/or debt
  • Investing and partnering with management teams that have clear visions and desires to grow and improve
  • Driven by opportunities that unlock value; we are not defined by narrow investment thesis or investment criteria
  • Providing more than access to capital through our operational expertise across industries and markets

Typical Investment Criteria

  • Revenue: $1M + (or close to it)
  • EBITDA: $500K + / 20% + margin (or a way to get there relatively quickly)
  • Equity Check Size: $500K to $10M 
  • Debt Size: $500K to $10M in form of mezzanine or unitranche (will often include warrants or conversion rights)
  • Controlling & minority investments possible
  • Clear path to growth organically or through roll-ups and/or acquisitions  
  • Flexible structure designed to reward success
  • Hands-on approach through Advisory or Board seat; as your Partners we will bring more than just capital


  • Raising capital for growth, acquisition, management buyout or recapitalization
  • Focus on lower-market segment or companies with Enterprise Value less than $50 million
  • Creative approach to financial structuring and the type of capital being raised; not all capital is created equal
  • Providing access to vast network of institutional and private capital sources, we work across the whole capital stack
  • Deep market understanding of capital participants and corresponding costs of different capital structures


  • Expertise and transactional experience across number of industries such as healthcare, consumer franchising, health & wellness, and technology
  • Unbiased and research driven advise
  • Process driven & systematic approach to create highest value for our client and achieving timely closing
  • Access to larger network of financial buyers


  • We work with our clients to provide strategic and operational consulting services on short or long-term projects
  • Trusted implementation partner and willing to commit to delivering results and improving performance metrics
  • Selected expertise: business improvement, turnarounds, operations, supply-chain, finance, sales and marketing
  • Ability to bridge existing human capital gaps you may be facing at both senior and middle management levels
  • Access to a strong network of international consultants and subject matter experts as required by your business