Investment Strategy

Our strategy focuses on mid-sized family-held companies, whose goals align with our underlying mission of facilitating intergenerational transfers

Investment Criteria

  • U.S. based family-held companies

  • Enterprise Value between $50 million to $300 million

  • Target Sectors:

    • Food (manufacturers and distributors)

    • Branded Products (both consumer and commercial)

    • Health & Wellness Services (including pet care)

    • Hospitality (including hotels, spas and clubs)

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Objectives

  • Provide capital to finance intergenerational transfers of family-held companies

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

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

  • Preserve businesses providing critical jobs and services to local communities