top of page
Philosophy
We are situational investors: we invest in companies with proven business models, sustainable market positions, reliable cash flow and compelling growth potential, partnering with management to develop and execute a growth strategy.
Criteria
Size
Typically $2–15mm+ in EBITDA
Transactions
Platform investments, add-on acquisitions, and recapitalizations
Geography
Western USA preferred
Time Frame
Flexible, typically 5–7 years
Sectors
Business services, education, energy, health & wellness, technology
Ownership
Majority preferred
PE FUNDS
MULTI-FAMILY
OFFICES
BD / RIA
ACCREDITED
INVESTORS
FAMILY
OFFICES
Capital Partners
bottom of page