Our Investment Strategy
Real Estate
✔ Minimal ongoing capital spending
✔ Profitable locations with long-term growth drivers
✔ Tax efficient structure
✔ Partners with proven experience
✔ Geography: United States
Lower Middle Market Private Equity
✔ Preference towards highly fragmented markets
✔ Industries likely to be insulated from market disruption
✔ Team with strong industry and operational experience
✔ Strong cash flow generation
✔ Headquarters: United States
Special Situations
✔ Mispriced upside optionality
✔ Capital preservation (downside protection)
✔ Modest to no leverage
✔ Opportunities including equipment, litigation and specialty finance investments