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Philosophy

We are situational investors: we invest in companies with proven business models, sustainable market positions, reliable cash flow and compelling growth potential, partnering with management to develop and execute a growth strategy.

Criteria

Size

Typically $2–15mm+ in EBITDA

Transactions

Platform investments, add-on acquisitions, and recapitalizations

Geography

Western USA preferred

Time Frame

Flexible, typically 5–7 years

Sectors

Business services, education, energy, health & wellness, technology

Ownership

Majority preferred

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PE FUNDS

MULTI-FAMILY
OFFICES

BD / RIA

ACCREDITED
INVESTORS

FAMILY
OFFICES

Capital Partners