Investment Approach

We focus on industries where our experience creates a competitive advantage, namely, middle market food, beverage, consumer products, consumer services, distribution, packaging, business services and related industries. Having served as chairmen, CEOs, presidents, and board members of dozens of such companies ranging in size from $25 million to over $5 billion in sales, we can be value added partners with our management teams.

We are strategic partners looking for opportunities where our extensive industry knowledge, networks, operating skills, and private equity experience can make a difference. Often, we work with our management teams to:

  • Provide strategic direction
  • Accelerate organic growth
  • Develop management
  • Lowers costs and enhance asset utilization
  • Increase capacity
  • Complete strategic acquisitions
  • Apply the appropriate capital structure.

In addition, we seek to invest in businesses we can position for compelling liquidity events including sales to strategic buyers or IPO.