Integrity Approach

We create value by forming meaningful partnerships with experienced entrepreneurs leading businesses that meet the following criteria:

SOFTWARE AND TECH-ENABLED SERVICES

Innovative solutions demonstrating clear customer ROI; addressing pain points in large, established industries

LOWER MIDDLE MARKET

$5-100 million in revenue with a meaningful recurring component; high quality established customer base

HIGH GROWTH, CAPITAL EFFICIENT

Significant revenue growth; near breakeven or profitable

MEANINGFUL MANAGEMENT OWNERSHIP

Alignment through founders/management team having significant equity ownership

UP TO $30 MILLION INVESTMENT

Transformational growth capital applied toward identifiable initiatives to accelerate growth

RELATIONSHIP-DRIVEN RESULTS

Shared values, culture, priorities, and vision drive strong partnerships, growth, and value creation

In partnership with management, we support value creation through:

GOVERNANCE IMPROVEMENTS

Optimize internal procedures, KPIs, and controls to enhance operational efficiency and stability

TALENT MANAGEMENT AND ACQUISITION

Assist in recruiting, performance management, and incentive alignment to scale the team

REVENUE ACCELERATION

Help further institutionalize and enhance sales, marketing, and business development efforts to increase productivity

CAPITAL STRUCTURE OPTIMIZATION

Advise on strategy, relationship management, and negotiation to manage investment and working capital

OPERATIONAL PROCESSES

Share resources and industry best practices to improve operations, infrastructure, and performance measurement

M&A

Support the identification, analysis, and execution of accretive acquisitions to expand scale and/or capabilities

BOARD / STRATEGIC ADVICE

Leverage experience, network, and expertise to support strategic planning, issue resolution, and stakeholder management

EXIT PREPARATION

Make strategic and banker introductions, and prepare/position the company to maximize value at exit

We are Active and Engaged Partners in Our Portfolio Companies' Growth

MEET OUR TEAM