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Investment Criteria
Size: Typically $10mm to $50mm of invested equity
Investable Themes:
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Highly fragmented markets with attractive macro tailwinds but in which local or regional market share can out-compete national scale
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Services in which technology creates economic moats rather than poses an existential threat
Priority Sectors:
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Healthcare services: Care in the home, to the senior population, and in materially lower cost settings
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Industrial and Commercial Distribution
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Less Discretionary B2B and B2C Fleet-based Services
Transactions: Buyouts and Majority Recapitalizations
Ownership: Majority preferred
Hold Period: Long term
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