Investment Approach

We believe that the cornerstone of sound investing is discipline. We have consistently applied a disciplined and time-tested investment strategy to identify those lower middle market companies that can benefit from our collective experience and hands-on investment approach.

Get to know us - and you'll get to know what we do, we do well.

Our core investment strategy includes:

  • Actively soliciting companies that, while fundamentally sound, are experiencing infrastructure and strategic planning constraints that cannot always be fully resolved with existing resources.
  • Identifying management teams that are committed financially and emotionally to partnering with a results-oriented investor.
  • Applying detailed strategic and operational benchmarking to improve operating performance and create shareholder value.

For a full description of our investment approach and a copy of our Form ADV Part 2, please contact