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Investment Criteria
Size: Typically $15mm to $100mm 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, Services to the growing U.S. Senior population, Medicare Advantage-focused services, and Diabetes care management tools
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Less Discretionary B2B Fleet-based Services
Transactions: Buyouts and Majority Recapitalizations
Ownership: Majority preferred
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