Proven Performance

We partner exclusively with founder-owned, lower middle market Business Services and Tech-Enabled Services companies. We seek companies with durable revenue models, high customer retention, and the operational leverage to scale. We're not generalists chasing deals across sectors — we go deep where we have an edge and a thesis to win. Sub-sectors where we have direct experience include Compliance, IT Services, Industrial Services, and Marketing Services. If the business has a defensible niche in a fragmented market, we'd like to hear from you.

We target businesses generating $2M–$15M in EBITDA — a segment of the market where founder-owners have built something real, but institutional capital and strategic horsepower can meaningfully accelerate what comes next. These are companies with proven unit economics and a clear path to platform-level scale.

While our headquarters is in West Palm Beach, Florida, we invest all across the United States, with no geographic constraints on where the right opportunity can be found.

We don't parachute in with a cookie-cutter strategy. We partner with management teams who know their businesses and want a collaborator to help them get to the next level — faster and with less friction. That means supporting go-to-market strategy, identifying M&A targets, deploying operating advisors where they add real value, and building the infrastructure that allows a great business to become a market leader.

Buy-and-build is a core part of how we create value — not a fallback strategy. We bring a repeatable M&A capability to every platform: sourcing, diligence, structuring, and integration. We've developed the pattern recognition to identify the right targets and the discipline to execute without disrupting the core business.

Our Operating Advisors are former executives — not consultants — who have built and scaled businesses in the sectors where we invest. They engage directly with portfolio company leadership on specific challenges: sales force effectiveness, technology infrastructure, operational efficiency, and finance and reporting. They're part of the value creation toolkit, not a box we check.

Hands-on support across the full value creation agenda: strategic planning, M&A identification and integration, operating advisor deployment, sales and marketing optimization, and technology enablement. We've built repeatable frameworks gathered from our experience across 50+ investments — which means we're not learning on the job when we engage with your business. We know what works, and we move fast.

We don't manage to an artificial timeline. Hold periods depend on the growth trajectory, market conditions, and the strategic logic of each exit. Our goal is to build businesses that can command premium valuations from the right next owner — whether that's a strategic or a larger financial sponsor — and we'll stay the course until we've maximized that outcome.