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Investment Focus
We’re experts in identifying, operating and scaling emerging companies. Together, we leverage experience and our family office structure to add maximum value.
Investment Criteria
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Primary emphasis on healthcare-related investments
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Secondary focus on other sectors like automotive, commercial & industrial, business services, digital commerce, and others
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Minimum EBITDA of $3 million, with preference for $5 million to $20 million at entry
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Targeting founder-owned companies, with founders that lead with purpose, passion, and humility
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Seeking control positions, but flexibility to explore minority investments in growth equity opportunities
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Open to co-investment opportunities
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Healthcare
• Post-Acute Care
• Home-Based Services
• Senior Care Facilities
• Behavioral Health
• Managed Care / Risk Enablement
• Tech-Enabled Services
• Revenue Cycle / Practice Management
• Ancillary Services
Non-Healthcare
• Retail & eCommerce
• Industrial & Manufacturing
• Automotive
• Education / EdTech
• Business Services