We put relationships first.
We take the time to understand the business and the people behind it. Collaboration and communication are at the heart of how we help build successful companies.
We are a private equity firm that creates value for investors, business owners and the community by connecting companies to our 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 behind it. Collaboration and communication are at the heart of how we help build successful companies.
We are a private equity firm that creates value for investors, business owners and the community by connecting companies to our 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 viable business. Our disciplined, hands-on approach has a proven track record of results, and we are tenacious in helping every portfolio company and its management team reach their goals.
See the video below for our Wellbeats growth story.
Our Investment Profile
We provide expansion and buyout capital to high-growth companies with revenues of $5-50M. We target companies overlooked by traditional private equity, including businesses needing smaller amounts of capital and located in flyover geographies.
Sectors of primary interest are health and wellness, business services and consumer.
Our investment size is $3-10M and we will participate in larger syndicated rounds and buyouts.
Below are further details on our investment criteria:
– Demonstrated, repeatable revenue growth
– Strong, defensible margins within respective segment
– Demonstrated, repeatable revenue growth
– Experienced management team seeking collaborative partner
– Cash-flow positive or near breakeven, buyout minimum $1M EBITDA
– Last capital in before the next major inflection point
If you feel your company is aligned with all or most of the objectives above, we welcome the opportunity to connect.