Investment Approach

Our methodology combines patient capital, operational expertise, and flexible structures to create sustainable value for established businesses.

Investment Criteria

Industry & Market Dynamics

  • Large, fragmented markets with no dominant player
  • Niche leaders scalable via strategic consolidation
  • Inefficient markets where scale creates outsized value
  • Defensive characteristics and favorable long-term trends

What We Like to See

  • Leading position in niche market with defensible moat
  • Experienced, committed management team
  • Unique products or processes that are hard to replicate
  • Strong customer relationships and recurring revenue streams

Company Characteristics

  • Multiple growth avenues and expansion opportunities
  • Predictable, recurring cash flows
  • Low capital expenditure requirements
  • Diversified customer and supplier base

Target Investment Size

$1M–$10M
EBITDA Range
$10M–$100M
Revenue Range
North America HQ
Primary Focus
Selective in India
Secondary Market

Our Process

1

Patient Due Diligence

Like archaeological excavation, we carefully uncover business potential through thorough, respectful analysis.

2

Flexible Structuring

We tailor transaction structures to align with owner goals, whether full exit, partnership, or growth capital.

3

Operational Partnership

Active collaboration to implement growth strategies while preserving company culture and values.

4

Long-term Stewardship

Indefinite hold period allows for sustainable growth focused on lasting value creation.

Partnership Philosophy

We believe the best investments are true partnerships where both parties bring complementary strengths. Our role is to provide not just capital, but operational expertise, strategic guidance, and the patience necessary for sustainable growth.

"We don't impose growth—we invite it. We don't chase scale—we cultivate substance."

Frequently Asked Questions

Unlike traditional PE firms with rigid 5-year exit timelines, we hold investments with a flexible hold period. This allows businesses to grow at their natural pace and make decisions based on long-term value rather than forced exit requirements.
We focus on established businesses with $1M-$10M EBITDA and/or $10M-$100M revenue. We prefer companies with strong market positions, recurring revenue streams, and experienced management teams in fragmented industries.
Not necessarily. We offer flexible structures including full buyouts, minority investments, or growth partnerships—whatever best serves the business owner's goals and the company's needs.
We're active partners who provide strategic guidance and operational support, but we respect existing management teams and company culture. Our involvement is collaborative, not directive.
Our primary focus is North America, with selective opportunities in India. We prefer businesses with strong local market positions that can benefit from our operational expertise.