Investment Strategy
What We Do
We make control or structured growth investments in essential service and software companies. For our physical businesses, we look for companies headquartered in the Southeast US. We partner with existing management teams and employees to invigorate growth and drive scale. We execute quickly and have broad industry experience in our target sectors.
Our Value Creation Model
We are long-term investors building value from scale and growth. We focus on businesses that can benefit from an increased investment in sales, improved operations and workflow, or are synergistic in industry or geography with our existing businesses. We prefer partners that share our long-term vision and operate in fragmented or niche industries with a long history of ownership or family control.
Our Investment Mandate
We are a family office and can deploy capital with speed and flexibility. We are not a private equity fund, hedge fund, or search fund and have no external mandate, forced exits, or headcount reductions. We are long-term owners invested in the success of our partners.
We invest with two distinct strategies to ensure the best fit for your capital needs
Control Equity & Buyout
At least $2 million in annual revenue
At least $0.5 million in annual operating profit
Existing management team and licenses in place
Preference for partial rollover or continued involvement from seller
Industry focus in environmental services, essential services, and software
Structured Capital
$0.5 million to $10 million in growth capital
(minority preferred equity and hybrid debt)
Can be used for a combination of liquidity and growth
Existing owner retains control
Industry focus in growth-oriented services and software
