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

  • Primary emphasis on healthcare-related investments

  • Secondary focus on other sectors like automotive, commercial & industrial, business services, digital commerce, and others

  • Minimum EBITDA of $3 million, with preference for $5 million to $20 million at entry

  • Targeting founder-owned companies, with founders that lead with purpose, passion, and humility

  • Seeking control positions, but flexibility to explore minority investments in growth equity opportunities

  • Open to co-investment opportunities

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