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why we do it

investment philosophy

Positioning

  • Target opportunistic equity and mezzanine investments in lower middle market and in middle market companies
  • Manage proprietary, non-time horizon capital with long-term value creation focus
  • Fast and flexible decision making process with no bureaucracy

Skill Set

  • Experienced direct-to-consumer (DTC) operating & investing entrepreneurs
  • Implementation of unique EOS strategic planning and metrics-driven operating performance system
  • Seasoned capital markets and M&A experience

Collaborative Approach

  • Intentional listeners which leads to flexibility in structuring transactions; able to accommodate special needs of the sellers and/or the management team
  • Conservative use of leverage
  • Focused involvement with a limited number of investments

Value Creation

  • Aspire to be true partners and trusted advisors to our entrepreneur partners
  • Involved with investments as board members focused on strategy and finance, not as day-to-day operating managers
  • Implement EOS to identify key business drivers, establish objectives and design implementation strategies
  • Committed to provide sufficient capital to meet growth objectives
  • Incentives matter - we believe in significant management ownership and incentive-based compensation
 

Purpose

Harness the power of capitalism to improve the human condition

VALUEs

EXCELLENT

MINDFUL

CREATIVE

CANDID

CULTURE

HONOR CODE BASED ON SELF-GOVERNANCE PRINCIPLES

CAPITALISM AS A FORCE FOR GOOD

ESTEEM, INCLUSIVITY, DIVERSITY, AND PARTNERSHIP

VALUE, SUPPORT AND SET AN EXAMPLE OF ETHICAL LEAEDERSHIP