Approach
We partner with companies that have a strong track record, unique value proposition, and a desire to grow in a balanced, thoughtful way. We invest alongside business owners and management teams who truly care about the future of their employees, customers, suppliers, and the communities that they serve. We are patient and collaborative. Our long-term relationship-driven approach allows the time it takes to cultivate personal and collective development and growth for all company stakeholders.
We provide flexible and transparent ownership transitions. Selling all or a part of a business is one of the most important decisions of an owner’s life, and we do not take that lightly. We recognize and honor the hard work and value created by the existing team and are here to build on that legacy.
We believe there is an important balance between growing a business in a sustainable way and ensuring the employees, customers, suppliers, communities, and other stakeholders thrive and flourish. We endeavor to create a culture centered on meaningful relationships built on mutual respect, trust, and integrity. We take a long-term relationship-driven approach to allow the time it takes to cultivate personal and collective development and growth for all company stakeholders.
We are active and engaged, and we listen and learn, aware that our roles are driven by where we can be the most useful. Although we tailor our approach to the unique needs of each business, we are committed to stewarding companies with access to long-term financial resources, best practices, and a network of industry experts.
Core Principles
We believe our core principles are critical to ensuring the balanced success of the companies and people we are dedicated to.
people matter
We see our role as more than prudent stewards of capital. We get more excited about investing our time and talents in people and relationships. We care deeply about people and will endeavor to do what we can to ensure they thrive.
communicate transparently
We believe in open and honest dialogue among all parties we are working with. When communication stops or breaks down, focus is lost, and problems grow and multiply. We would rather face problems head on with everyone well informed.
collaborate intentionally
No one has ever achieved anything of real significance without at least some, and usually a lot of help from a team of people along the way. Working together with common goals and focus is crucial for us.
enjoy life together
We love what we do and want to partner with people for which that is also true. Life is busy and short, so we want to work in places that are engaging, with people we admire, and on work that is meaningful.
build integrity
Integrity is the bedrock of healthy, thriving relationships and companies. Relationships and companies built on integrity are set up for success. Without it achieving goals will be impossible.
Be creative
We believe that challenges and obstacles will require creativity and change. We strive to remove bias, use disciplined thinking, and arrive at decisions in a way that is collaborative, respectful, and occasionally outside the box.
servant leadership
Achievements without a culture of service limits true success. We endeavor to lead in a way that involves us doing the hard work it takes to help companies and people achieve their potential. The team gets the credit, not us.