Our Investment Criteria.
Our Approach.
Our approach allows owners to achieve the liquidity they desire while preserving the legacy they have built with their company.
From family ownership…
Managed by one or two owners who are also the day-to-day managers
Limited growth and no clear view of where growth will come from
“Pick up the phone” sales motion
Limited investment in product innovation
Manufacturing operations done by look and feel, no metrics or lean
Limited people strategy & HR processes
No acquisition strategy
…to professionally managed and growing
Top-notch management team with clear functional leaders
7-10% organic growth with runway for the next 5-10 years
Best-in-class digital-enabled sales and marketing operation
R&D investment, strong product pipeline, best-in-class innovation for product niche
Best in class operating margins achieved through LEAN, procurement, market pricing
2-3 bolt-ons complete with pipeline of 5-10 additional acquisitions