Principles

We exist…

to transcend with our investments through a positive impact on the communities we serve.

 

We believe…

that creating operational excellence requires setting ambitious goals and applying our understanding of how things work. To be constantly curious, encourage entrepreneurship, value independent thinking, teamwork and transparency, and commit to learning something new every day.

 

We invest…

in businesses where owners are seeking to reduce their involvement in day-to-day operations while guaranteeing legacy preservation and a liquidity event.