Investment Focus

We’re experts in identifying, operating and scaling emerging companies. Together, we leverage experience and our family office structure to add maximum value.

Investment Criteria

  • Primary emphasis on healthcare-related investments

  • Secondary focus on other sectors like retail, personal care and cosmetics, consumer products, automotive, business services

  • Minimum EBITDA of $5 million, with preference for $10 million to $50 million at entry

  • Targeting founder-owned companies, with founders that lead with purpose, passion, and humility

  • Seeking control positions, but flexibility to explore minority investments in growth equity opportunities

  • Open to co-investment opportunities

Partner With Us

Healthcare

• Post-Acute Care

• Home-Based Services

• Senior Care Facilities

• Behavioral Health

• Managed Care / Risk Enablement

• Tech-Enabled Services

• Revenue Cycle / Practice Management

• Ancillary Services

Non-Healthcare

• Retail

• Personal Care / Beauty

• Apparel

• Automotive

• Education / EdTech

• Business Services