Growth Capital Strategy
Growth Equity
Partnering with experienced and motivated entrepreneurs with strong conviction in their businesses to build companies with clear competitive advantages.
Investment Strategy
We look to partner with experienced and motivated entrepreneurs that have strong conviction in their businesses and built companies with clear competitive advantages, shown an efficient use of capital, and share attractive investment characteristics.
We have established expertise supporting companies at this stage of growth, which has led to successful exits to leading strategics, larger financial sponsors, and IPOs/SPACs.
Investment Criteria
- North America lower-middle market
- $10 – $75 million initial investments
- Maintain discipline: return “of” capital, before return “on” capital
- Minority & control positions
- Primary & secondary positions
Structure
- Preferred equity
- Debt with warrants
- Convertible debt
- Common
Company Profile
- $10 – 75M+ revenue ($8 million + recurring)
- 20%+ annual growth
- Attractive & sustainable margins
- EBITDA+ or path to profitability
- Seasoned management with meaningful ownership
- Measurable ROI
- World class customers
Target Industries
- Supply chain & logistics
- Media & telecom
- Business process automation
- Financial technology
- Healthcare
- Security, compliance & infrastructure
Recent News
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