Investment Criteria

We primarily seek to partner with management teams and make investments in growth-focused businesses with an established track record of success. Utilizing a generalist investment strategy, we have a particular interest in situations with the following characteristics:

• Proven business model

• Sustainable and defendable franchise

• Strong returns on invested capital

• Solid free cash flow generation with opportunities for reinvestment

• Ability to add value operationally or via acquisition/organic growth

• Catalyst(s) for value creation

• Alignment of incentives with the operating team

Preferred Investment Types

Buy-and-Build Opportunities: Provide capital to companies in industries that are fragmented or structurally changing to support a stronger competitive position through strategic acquisitions.

Mid-to-Late-Stage Growth Capital: Inject capital into businesses with a solid market opportunity and proven product(s) or service(s) to substantially expand their market presence.

Special Situations: As a family office, we can provide capital under a variety of creative structures based on the particular situation (e.g., structured minority investments, mezzanine investments, distressed debt, private investments in public companies, etc.).

Formation Capital: Provide growth capital to early-stage companies in sectors where we have unique and value-added expertise.

Representative Sector Focus Area

• Biotechnology

• Consumer Products (DTC)

• Data Intelligence

• E-Commerce

• Educational Technology

• Financial Services

• Healthcare

• Media

• Real Estate Opportunities (NYC)

• Specialty Manufacturing

• Technology