Work With Us

Staying connected to our intermediary network is key to executing our investment strategy. We strive to provide deal professionals with prompt answers, transparency, and candid feedback.

Our goal is to communicate clearly and do what we say we will do so you can meet your objectives in getting your deals done in a timely and professional manner. Consistency, integrity, and professionalism - those are the principles on which our business was founded and how we build all of our relationships.

Key Investment Criteria


  • Corporate Carve Outs
  • Growth Capital
  • Management Buyouts
  • Recapitalizations & Acquisition Strategies
  • Underperforming Situations


  • Aerospace
  • Business services
  • Consumer products
  • Energy services
  • Healthcare
  • Manufacturing
  • Value-added distribution

Company Size

  • Minimum Annual Revenues of $10 million
  • Up to $8 million in EBITDA

Business Characteristics

  • Established products/services
  • Defensible market position and competitive advantage
  • Operating earnings with reasonable capex requirements
  • Low risk of technological obsolescence
  • Asset base and/or cash flows to support debt structure


  • Common and preferred equity


  • Serve as board level advisors
  • Leave the day-to-day operations to management

Buyside Fees & Engagements

  • We pay market based referral fees to intermediaries
  • For targeted searches, we may engage a buy-side intermediary to augment our internal efforts
  • For more information, please contact Ben Wallace