Investment Strategy

Our strategy focuses on mid-sized family-held companies, whose goals align with our underlying mission of facilitating intergenerational transfers

Investment Criteria

  • U.S. based family-held companies

  • Enterprise Value between $150 million to $500 million

  • Sectors:

    • Hospitality

    • Energy Infrastructure

    • Health and Wellness

    • Pet Care

    • Elder Care

    • Consumer & Commercial Branded Products

    • Real Estate

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Objectives

  • Provide capital to finance intergenerational transfers of family-held companies

  • Mitigate uncertainty for family-held companies in connection with future tax legislation

  • Preserve businesses providing critical jobs and services to local communities