Investment Lens

What we look for
in a business.

We're not chasing sector themes or deploying against a mandate. We're looking for businesses where we can genuinely add value, where our operating experience, financial discipline, and network make a real difference to the outcome. That means businesses with a strong core that has been constrained by execution, capital structure, or leadership, not businesses that are fundamentally broken.

Investment Criteria

  • Founder, family, or investor-owned
  • EBITDA: $2–$10M target range
  • Lower middle market, sector-agnostic
  • Majority or minority positions considered
  • Fragmented markets with operational upside
  • Management willing to partner actively
  • Geography: US-based, East of the Rockies preference
  • Sector experience: Manufacturing & Logistics, Business Services, SaaS & FinTech, Real Estate Management, Food Services
Submit an Opportunity
Sector Experience

Where we have real operating depth

We bring hands-on executive experience across five sectors, not pattern recognition from the outside, but actual time in the seat navigating the decisions these businesses face.

🏭

Manufacturing & Logistics

Operational discipline, working capital management, customer concentration, and the complexity of multi-site or multi-product businesses. We understand production economics, supply chain tradeoffs, and how to build the financial and operational infrastructure that allows a manufacturer to scale without breaking.

🤝

Business Services

People-intensive businesses where talent, utilization, pricing, and client retention are everything. We understand the economics of service businesses, margin per client relationship, capacity planning, and the management discipline required to grow without diluting quality or culture.

💻

SaaS & FinTech

Recurring revenue models, product-led growth, unit economics, and the financial infrastructure needed to scale. We understand ARR, churn, CAC, and what it takes to move from founder-led sales to a repeatable growth engine, while keeping the underlying economics intact.

🏢

Real Estate Management

Operating businesses within and adjacent to real estate, property management, facilities services, and asset-intensive businesses where operational performance drives asset value. We bring financial discipline and operational leadership to businesses navigating scale, ownership transition, or platform consolidation.

🍽️

Food Services

Multi-unit and regional food service businesses where unit economics, labor management, and brand consistency determine profitability. We understand the operational complexity of food businesses at scale, from franchise structures to independent operators looking to professionalize and grow.

Have an opportunity that might fit?

We work well with brokers and intermediaries. If you have a business in our target profile, we'd like to hear about it, and we'll give you a straight answer quickly.