Our direct investing efforts focus on long term partnerships with strong management teams, in industries rich with opportunity.


We typically invest $15 - $30 million in differentiated U.S.-based companies with between $5 million and $15 million of EBITDA, with the ability to pursue larger transactions alongside our family office co-investors.


We make control or minority investments in companies with a strong, stable management team who will continue to operate the company post-close.




•  Aerospace & Defense

•  Business Services

•  Staffing

•  Ag, Food & Beverage

•  Water / Energy Nexus

•  Industrial Manufacturing &   Distribution

At the core of what we do is best-in-class deal generation.

We’ve created a proprietary, blended approach to deal sourcing, combining technology and relationship-driven methodologies that deliver breadth and focus to meet our objectives.




Along with our partners, we invest much more than just capital.

The industries vary, as do the products, services, and business models of our direct investments. But all of the companies in which we've invested share a common commitment to market leadership, innovation and excellence in everything they do.

Case Studies

There’s a captivating story behind each company in our portfolio: the opportunities we saw, how we assembled our group of investors, the growth and operational strategies we developed, and our process of collaborating with management to execute and grow the business. Here are a few of them.