Sector Focus #1: Specialty Business Services & Vertical Market Software

What we look for:

  • Sustainable competitive advantages

  • Leading market share

  • Strong, capable management teams

  • Recurring/Re-occurring revenue models or long term contracts with customers

  • Diversified customer base

  • Strong financial performance

  • Attractive cash flow characteristics

  • Low cap-ex requirements

  • Reasonable growth prospects

Sector Focus #2: Asset Management & Private Wealth Management

What we look for:

  • Small to mid-sized asset management & private wealth management firms with outstanding management teams and strong core attributes

  • Potential to align our interests with management teams through shared equity ownership and commitment to developing their business

  • Equity investments of $100,000 to $2,000,000 with flexibility to make larger or smaller investments if appropriate

How we invest:

  • Custom tailored investments to fit the attributes and goals of each firm and its principals

  • Stand alone investments that do not exist within a commingled fund structure

  • Preference for minority interests where management controls the majority of the equity

  • Substantial autonomy for management supported by alignment of interests

  • Flexible investment horizon allows for longer-term relationship

  • Value-added relationship post transaction as a trusted institutional partner