Our Strategy — A Trusted Partner to Families

We focus exclusively on mid-sized family-held companies whose goals align with our underlying mission of helping businesses grow while preserving legacy and creating a multi-generational enterprise for the family

Criteria

  • U.S. based family-held companies

  • Annual EBITDA between $5 million to $50 million

  • Target Sectors:

    • Food (manufacturers, distributors and retailers)

    • Branded Products (consumer and commercial)

    • Hospitality (including hotels, spas and clubs)

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Objectives

  • Provide strategic advisory and/or capital to family-held businesses

  • Facilitate intergeneration transfers and support families confronting succession-related challenges

  • Partner with family business owners to identify and execute on growth and operational improvement initiatives

  • Protect and augment the legacies of multi-generational family businesses

  • Mitigate risks to families in relation to untimely future capital obligations resulting from a future succession event