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Private equity investments into lower middle-market companies in which we can effectuate the outcome and provide risk-adjusted returns for our investors.


Approach each opportunity with an open mind, structure each transaction to position our investors for success, and seek to meet the specific goals of the owner and needs of the business.

Disciplined and long-term view on growth with flexibility on investment horizon, resulting in decision making that's best for the company and our investors.


Low leverage, hands-on approach and flexibility creates an atmosphere of success designed to protect and reward our unique sources of capital, which include like-minded individuals, family offices and institutions.

True Partners
Focus on Structure
Hands-On Approach
Flexible Hold Period


Transaction Objectives
Generational Shift
Management / Partner Buy-Out
Growth Capital
Seeking Partner
Transaction Type & Size
Consider Both Majority and Minority Investments
Will Consider Special & Unique Opportunities
EBITDA of $1.0 to $8.0 Million
Industry Focus
Disciplined Generalists
Experience in Industrial & Manufacturing, Consumer Products & Services, Business Services, Oil & Gas, Technology, Real Estate, Among Others
Headquartered in the U.S. with Preference for the Southeast
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