Capital, advisory, and the operators to go with it.
We offer flexible capital solutions and advisory that goes far beyond just checking a box or an investment criteria — from board-level advisory, to investment through equity or debt, to CXO services most small businesses don’t have access to.
Investment
Structure follows the business. We look at equity and debt, control and non-control.
- Equity or debt
- Lower middle market service and tech-enabled companies
- United States focus
- Syndication partners allow investment upstream in larger transactions
Advisory
Strategic insight, research and access that drives relationships, value and growth.
- Board-level advisory
- Board and director positions
- Research and market diligence
- Accelerating an owner’s decision making and options
CXO Services
Operating leadership a company this size normally cannot reach.
- Industry-specific operators
- Finance and planning
- Data science and technology
- Talent and workforce strategy
Reducing the time it takes to eliminate a risk.
Not just taking smart risks. The speed at which a risk comes off the table is a value that is often lost in today’s investment pitch.
Understand the business
No mandate, no timer. The first conversation is about the company, not the fund.
Bring the resource
Industry personnel and technology come with the capital, not after it.
Operate alongside
We get involved with the operating and strategic decisions that drive growth.
Scale the structure
Syndication partners mean no deal is too small, and none too big.
Who we are looking for.
| Criteria | Where we focus |
|---|---|
| Market | Lower middle market |
| Sectors | Service and tech-enabled businesses |
| Geography | United States |
| Structure | Equity, debt, or advisory and board roles |
| Size | No deal too small or too big — syndication partners extend our reach upstream |
| Counterparty | Talented management teams and owners looking for a solution to their current business |
Tell us about the business.
Board seat, growth capital, a liquidity need, or an operating gap — start there.