investment philosophy
Positioning
- Target opportunistic equity and mezzanine investments in lower middle market and in middle market companies
- Manage proprietary, non-time horizon capital with long-term value creation focus
- Fast and flexible decision making process with no bureaucracy
Skill Set
- Experienced direct-to-consumer (DTC) operating & investing entrepreneurs
- Implementation of unique EOS strategic planning and metrics-driven operating performance system
- Seasoned capital markets and M&A experience
Collaborative Approach
- Intentional listeners which leads to flexibility in structuring transactions; able to accommodate special needs of the sellers and/or the management team
- Conservative use of leverage
- Focused involvement with a limited number of investments
Value Creation
- Aspire to be true partners and trusted advisors to our entrepreneur partners
- Involved with investments as board members focused on strategy and finance, not as day-to-day operating managers
- Implement EOS to identify key business drivers, establish objectives and design implementation strategies
- Committed to provide sufficient capital to meet growth objectives
- Incentives matter - we believe in significant management ownership and incentive-based compensation
Purpose
Harness the power of capitalism to improve the human condition
VALUEs
◐ EXCELLENT
◐ MINDFUL
◐ CREATIVE
◐ CANDID
CULTURE
◐ HONOR CODE BASED ON SELF-GOVERNANCE PRINCIPLES
◐ CAPITALISM AS A FORCE FOR GOOD
◐ ESTEEM, INCLUSIVITY, DIVERSITY, AND PARTNERSHIP
◐ VALUE, SUPPORT AND SET AN EXAMPLE OF ETHICAL LEAEDERSHIP