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Park in Berlin
Image by Kaidi Guo

Investment Criteria

Size: Typically $10mm to $50mm of invested equity

Investable Themes:

  • Highly fragmented markets with attractive macro tailwinds but in which local or regional market share can out-compete national scale

  • Services in which technology creates economic moats rather than poses an existential threat 

Priority Sectors:

  • Healthcare services: Care in the home, to the senior population, and in materially lower cost settings

  • Industrial and Commercial Distribution

  • Less Discretionary B2B and B2C Fleet-based Services 

Transactions: Buyouts and Majority Recapitalizations

Ownership: Majority preferred

Hold Period: Long term 

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