Thesis
We invest where compounding is uninterrupted.
Our capital flows toward businesses that can be owned for decades — and toward the operators with the temperament to run them that long.
What we look for
Acquisition criteria.
We focus on the lower middle market — businesses too small for institutional buyers and too important to sell to a stranger.
- Revenue
- $2M – $25M
- EBITDA Margin
- ≥ 15%
- History
- 5+ years profitable
- Geography
- United States
- Structure
- Majority or 100%
- Role
- Owner transition welcomed
Sectors
Where we play.
- +Specialty manufacturing
- +B2B services with recurring revenue
- +Vertical software
- +Niche distribution
- +Trades & home services
- +Brand-led consumer goods
What we don't do
We do not pursue turnarounds, distressed assets, or businesses requiring heroic intervention.
We do not use auction processes. Every transaction is a direct, private negotiation.
We do not strip companies. Layoffs, asset sales, and financial engineering are not our toolkit.