We put relationships first.

We take the time to understand the business and the people. We believe collaboration and communication are key to building a successful company.

We have established a private equity firm whose activities create value for investors, business owners and the community by filling a large, unmet market need. Our vision includes connecting an extended organization of investment professionals, operators and service providers that care about our mission and are willing to dedicate the effort to develop constructive relationships.

We take the time to understand the business and the people. We believe collaboration and communication are key to building a successful company.

We have established a private equity firm whose activities create value for investors, business owners and the community by filling a large, unmet market need. Our vision includes connecting an extended organization of investment professionals, operators and service providers that care about our mission and are willing to dedicate the effort to develop constructive relationships.

We build value.

We understand what it takes to build a sustainable business. We have a proven track record based on a disciplined, interactive approach that gets results. We are tenacious in pursuing the success of each portfolio company, supporting management teams where we can, to accomplish their objectives.

Growth Strategy
Milestones for Value Creation
Operating Plan
Priorities. Timelines. Metrics.
Path to Liquidity
Engineering the Exit

Our Investment Profile

We provide expansion or buyout capital to high-growth companies with revenues of $2-20M. Our health and wellness strategy encompasses products and services that promote healthy living and improve healthcare. We have a strong interest in businesses with female ownership and management and targeting female consumers. We prefer to be the lead investor and will co-invest with like-minded partners. Our investment size is $2-7M and we will participate in larger syndicated rounds.

Our investment style is relationship-driven with a high level of collaboration and engagement. We welcome inquiries at all stages of a company’s development to begin the dialogue.