APPROACH

We perform macro thematic research to identify wonderful businesses within specifically targeted industry verticals that we believe are poised to benefit from positive long-term secular trends.

We believe that high integrity and trust are the foundation of great partnerships. We strive to live up to Charlie Munger’s fundamental idea about partnership: “We have this fundamental idea that the world works better if you make your relationships win-win. And we learned early on that the way to get a good partner was to be a good partner.”

We are entrepreneurs, operators and investors. We are a proactive partner that provides best-in-class support and resources to our business leaders to enable long-term business transformation and value creation.

We are business builders. Building wonderful businesses with enduring growth takes time. We believe a commitment to continuous improvement along an indefinite time horizon can produce exceptional results. 

• Platform EBITDA: $2-10 million
• Add-on EBITDA: Any size

• Large, Highly Fragmented Market
• Scalable Business Model
• Recurring Revenue Stream
• Strong Cash Flow Generation
• Consistent Historical Performance

• Business Services
• Industrial Services
• Healthcare Services
• Home/Localized Services
• Testing Services

• Airplane Parts Manufacturing
• Specialty Manufacturing
• Equipment Rental
• Specialty Distribution
• Niche Software/SaaS