Strategy

We thematically invest at the intersection of four criteria:

(1) high-quality business model with predictable revenues and stable margins,
(2) identifiable competitive advantages,
(3) growth supported by secular tailwinds, and
(4) opportunity for consolidation.

Our Strategy & Focus

Sector Focus

Essential Services

Infrastructure Services

Industrial and Facility Services

Residential and Commercial Services

Testing, Inspection, Compliance and Certification Services (“TICC”)

Technology

Tech-Enabled Services

Data & Information Services

Software-as-a-Service (SaaS)

Investment Criteria

Primarily make majority or substantial minority investments in growth-oriented, lower middle market essential services and technology companies with equity check sizes ranging from $25 - $150 million.

Opportunity for meaningful add-on M&A to expand geographically and/or extend product and service offerings.

North America geographic focus.