"The companies in which we invest may result in a generational ownership change, enable an existing owner to diversify his personal assets, or provide growth capital required for expansion."

Investment Criteria

The sectors in which we invest tend to be growing and insulated from foreign competition. The companies in which we invest may result in a generational ownership change, enable an existing owner to diversify his personal assets, or provide growth capital required for expansion. We may invest in a business that has a unique factor - such as customer concentration, cyclicality, earnings volatility or an incomplete management team - that based on due diligence and creative thinking, we can understand and address in such a way that results in a successful transaction.