OUR STRATEGY
Operational
Acumen
Our investment strategy prioritizes companies with situational and operational complexities that are underserved by the investment community.
We partner with management teams by providing the flexibility, creativity, and resources needed to unlock value. Together, we drive operational improvements in complex and challenging situations.
Our strategy emphasizes the core value proposition and underlying fundamentals of each business we invest in to create lasting value. Working side-by-side with management teams, we take a hands-on partnership approach and invest in transformative initiatives that improve businesses.
We leverage affiliate operational, financial, and capital markets expertise to drive enterprise value, seeking to maximize business performance throughout the investment lifecycle.
Our Investment Strategy
Target Investments
- Corporate divestitures
- Bank-owned or controlled assets
- Long-held private equity assets
- First institutional capital
- Other special situations
Target size & Structure
- Control investments with flexible structures
- Equity checks up to $45M
- Enterprise value up to $150M
Target
Sectors
- Aerospace & defense / government
- Building products & construction
- Consumer foods & retail
- Manufacturing
- Technology
- Payments
- T&L / distribution
- Other industry verticals
Target Geographies
- Headquartered in the U.S. or Canada
- North American operations