Approach
We bring extensive services sector expertise and deep industry relationships to our investments and work collaboratively with our management teams to drive long-term value creation
Investment team identifies sectors of interest
Leverage in-house research team to develop thesis
Focused outreach to our extensive network of intermediaries and executives
Partner with management teams to drive value creation with alignment through meaningful equity participation
Extensive preliminary research on target sectors provides greater certainty and speed to close
Ability to structure deals to solve the unique needs of sellers and our management partners
Our targeted sector identification process, proactive sourcing strategy, and research-driven approach inform every step of our investment process
Information Gathering
Research team conducts thorough review of the current economic environment, services subsectors, and competitive landscape
Thesis Development & Origination
Development of detailed investment thesis and proactive outreach strategy to identify potential investment opportunities
Portfolio Management
Investment team works with management to build a comprehensive value creation playbook tailored to each company’s unique strategy
Analysis & Synthesis
Research and investment teams collaborate to identify industry themes, growth opportunities, and potential sector headwinds
Execution & Due Diligence
Research and sector expertise informs our data-driven diligence process, allowing for greater certainty and speed to close