Investment Criteria

We Seek To Invest In Companies With Strong Foundations And Opportunities For Outsized Growth

Who We Partner With

Geography

Western U.S.

No Geographical Criteria for Add-Ons

Industry

Mission Critical Services

EBITDA

Less than $15 million

Transaction Type

Majority Ownership; Focus on Alignment with Key Stakeholders

Our Funds

Flagship

Focus on partnering with middle market and lower middle market companies seeking institutional capital for growth and/or liquidity

Target Platform: $3 – $15M EBITDA

Add-Ons Can Be Any Size

Navigator

Provides institutional quality capital and resources to successful founder, family and entrepreneur-owned companies historically underserved by private equity

Target Platform: $1 – $3M EBITDA

Add-Ons Can Be Any Size

Geographical Focus

Western United States

We believe in-person interactions are critical to the development of quality, long-lasting relationships.

We seek to partner with companies headquartered in the Western United States where we can provide more localized support and establish camaraderie with our management teams.

Our regional focus also allowed us to deliver a deeper network of resources, heighted understanding of local market dynamics and greater alignment in our core values.