INVESTMENT STRATEGY & PHILOSOPHY

Acquisitions

We believe there is significant potential for outsized investment returns in small and medium-sized businesses, driven by the combination of value and growth opportunities.

Business, especially small business, is fundamentally about people. We take pride in being “people persons” and believe that surrounding ourselves with the right individuals, who are incentivized and empowered to make the best decisions, leads to long-term success. Building and nurturing these relationships is at the core of our investment philosophy.

 

We also value time as a key asset to good businesses and, therefore, seek to own and grow companies over the long term. We aim to foster enduring partnerships that allow for sustainable growth over time.

 

From our experience, strong small businesses tend to have long-lasting customer relationships that create a stable, recurring revenue base. We also recognize that these businesses often enjoy cost advantages derived from local network density or strong local branding and reputation. We believe in building on these strengths, expanding them through growth, and scaling these advantages to neighboring regions and customer segments.

 

We are selective about the businesses we acquire and the sellers we partner with. We seek businesses with strong reputations, robust customer relationships, and recurring or reoccurring revenue models, with a clear potential for long-term growth. Additionally, we look for sellers who are deeply invested in their employees and clients and are committed to ensuring their continued success post-transaction.

 

Real Estate Investments

In addition to small and medium-sized businesses, we believe real estate offers a compelling opportunity for long-term value creation. We focus on real estate investments that complement our business portfolio, providing stable income streams, potential for appreciation, and strategic value. By leveraging our expertise in market analysis and operational growth, we seek real estate opportunities that align with our long-term strategy of sustainable growth and asset diversification. We target properties with solid fundamentals, such as location, tenant stability, and growth potential, ensuring they enhance our overall investment platform.