We are an investment firm with the goal of acquiring a people-first business and accelerating its long-term growth potential.
Our Focus
Although we target a number of industries and every company is different, we have found that these fundamental characteristics tend to indicate whether a business is going to be sustainable long-term.
People First
People are the backbone of any company. That’s why they are our primary concern from the start of the evaluation process all the way through the acquisition and eventual ownership transition.
Transparent Culture
Organizational culture is a living, breathing facet of any company, and it’s largely the result of the people. While you can successfully change a company culture, you can’t do so without the buy-in of the existing team members.
Focus on the Customer
Great companies start with the customer and work backwards. They work vigorously to earn and keep customer trust. Although many businesses pay attention to competitors, they should focus on their customers.
Consistent Execution
Being able to consistently execute frequently means life or death in a constantly changing environment. This includes everything from the front of house (customer communication & service) to back of house operations (supply chain, finance, HR).
Durable Competitive Advantage
A competitive advantage can include everything from the quality of a company’s product or service to the people behind it. What matters the most is that the company we are acquiring has a specific something that really sets it apart from the pack.
"The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage. The products or services that have wide, sustainable moats around them are the ones that deliver rewards to investors." — Warren Buffet
What We Bring
A Growth Mindset
“In a growth mindset, people have an underlying belief that their learning and intelligence can grow with time and experience. When people believe they can become smarter, they realize that their effort has an effect on their success, so they put in extra time, leading to higher achievement.” We take the approach that everything can be learned given the right amount of concentration and diligence.
Respect for Technological Innovation
Technology is a key component of our growth strategy but we are always mindful that technology can’t replace the ingrained knowledge found inside every organization. That’s why our aim is to replace inefficient systems so employees can better focus on what they do best - run the business.
Empathic Leadership
Leadership is much more than just being the boss and telling people what to do. Our perspective is that employees are much more than just cogs in a machine and they should be treated as such. We like to get to know each and every employee to not only learn about their contribution to the company but more importantly, who they are as individuals.
Deep Operations Experience
We bring years of operations experience from a wide variety of industries including logistics, healthcare, and real estate. Each experience has further armed us with an operational toolkit that we can deploy across both industries and businesses. It takes an army to run a business and being able to properly harness that collective intelligence is key to making a business successful.
Flexible Capital Solutions
The customer, operations, and leadership are all important facets of any business, but without a proper capital structure, a business won’t make it out of the starting gate. That is why we align ourselves with amazing capital partners who are able to come up with customized capital solutions.
Are you a business broker?
See below for a link to learn more about what we are looking for in a potential acquisition.