Private Equity
LP with leading sponsors and direct ownership in lower-middle-market businesses with fixable processes.
Investment Philosophy
Our private equity strategy combines LP investments with top-tier sponsors — such as Silver Lake, Carlyle, and Neuberger Berman — with direct investments where we take active ownership stakes to leverage our expertise and drive value creation. We invest as LPs and as direct owners in lower-middle-market businesses where process, pricing power, and culture can move the P&L.
We have a bias toward smaller companies that have not yet implemented robust business processes, as these often present significant opportunities for enhancing management quality. Direct investments include minority stakes in industry leaders and control buyouts. Our portfolio spans healthcare services, hospitality and entertainment, waste management, media, and beverages.
Rather than passive fund commitments alone, we pursue direct co-investments and GP-led opportunities where we achieve lower fees, higher alignment, and greater transparency. Our edge: deep operating experience in healthcare services and tech-enabled operations, with hands-on involvement in pricing, routing, and digital acquisition.
Investment Characteristics
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Past performance is not indicative of future results. The information presented is for illustrative purposes only and does not constitute investment advice. All investments carry risk, including the potential loss of principal. Target returns and metrics are based on internal models and are not guaranteed.
