Our Approach

Our aim is to generate strong compounding returns for our investors by helping talented entrepreneurs find, acquire, & grow promising companies through the traditional search fund model.

For the past 40+ years, search funds have empowered driven entrepreneurs to acquire and grow small to mid-sized businesses, delivering exceptional outcomes for employees, customers, suppliers, communities, and investors.

The search fund model pairs entrepreneurial leaders with patient capital to transform well-performing companies into enduring successes. We support searchers through every leg of the journey, combining long-term capital with strategic and operational guidance.

The searchers with whom we partner

  • Exhibit a passion for entrepreneurship

  • Have a proven track record of success in past pursuits

  • Demonstrate the drive, determination, skills, and humility necessary to successfully find, acquire, and operate a great company

  • Come from a variety of professional and educational backgrounds

The businesses in which we invest

  • Exhibit measurable financial & operational strengths, like healthy margins, high customer retention, low employee churn, and limited cost volatility

  • Have a clear value proposition, often with differentiating traits

  • Exist within industries with attractive growth prospects

  • Demonstrate scalability with a high return on capital invested

Our support spans every step of the journey

  • Strategic guidance through the search phase, with best practices shared from successful former searchers

  • Hands-on due diligence support drawing on our experience evaluating investments and executing transactions across a range of industries

  • Access to our broad network, with relevant resources pre- and post-acquisition

  • Steady problem-solving partnership for post-acquisition operational and personnel challenges

  • Support in developing and implementing operational & financial KPIs to help pinpoint areas of focus and track progress during the holding period

  • Always-available thought partnership, including drawing on the broad experience and expertise of our advisors