Potential Investors

Looking for:

• Efficient access to a diversified portfolio of lower middle-market investments
• Commingled funds with pre-established and diversified portfolios
• Customized separate account structures
• Individual direct investments in specific industries or geographies

Industry Participants

We look to work with leading service providers that serve businesses with $10 million to $150 million in annual revenues, including:

• Business brokers / investment banks
• Accounting firms
• Law firms
• Commercial banks
• Wealth management firms / RIAs

Fund Managers

Looking for:

• Value-added limited partner capital
• Add-on acquisitions for portfolio companies
• Full or partial liquidity from a portfolio company
• Early liquidity for current limited partners

Business Owners

Looking for:

• Experienced capital partner to help you maximize value
• Creative structuring solutions
• Value-added partner to assist with strategic initiatives
• Executive resources, including building boards and sales channels

Acquiring / selling a business

Raising debt or equity capital / Finding the right partner

Looking for board members, employees, or interns

Getting the right introduction to a key sales channel to sell your business

Expanding internationally

Looking for strategic growth & consulting advice