Expertise and collaboration

Our Approach

Our experienced investment team and our advisory group of industry leaders and operators have built a strategic approach that prioritizes sophisticated analysis, deep sector knowledge, and thoughtful collaboration with our portfolio management teams, our investors, and the wider investment community.

Nick and Charlotte in a meeting.

our experience

Driven by deep expertise

Our team draws on the knowledge and expertise of our investment team, operating partners and executive advisory board, a group of luminaries from varied backgrounds that support our strategic decision-making.

  • Deep industry relationship base
  • Competence in niche markets
  • Unrivaled domain-specific operational expertise
  • Repeatable value creation process
  • Extensive experience working with management teams

A focus on supply chains

man in vest and hat using tablet in front of two parked trucks

Logistics

  • Warehousing & Fulfillment
  • Contract Logistics
  • Distribution
  • Third-Party Logistics
  • Specialty Transportation
large coils in a warehouse

Value-Added Manufacturing

  • Industrial
  • Consumer
  • Food & Beverage
  • Plastics & Packaging
  • Contract Manufacturing
plastic bottles on conveyer belt

Paper, Plastics & Packaging

  • Contract Packaging
  • Container Production
  • Paper & Labels
  • Industrial Packaging
  • Specialty Materials
military jet in motion on runway

Aerospace & Defense

  • Aerospace Products
  • Aftermarket Services
  • Fixed-Base Operations
  • Defense & Government Services
man in green vest inspecting connections on a vehicle

Business Services

  • Technology
  • Education and Training
  • Facilities Services
  • Industrial Services
  • Professional Services

Investment Criteria

We identify potential, and we partner for the long haul.

Our approach leads to tailored solutions for each of our portfolio partners, but a typical investment leads with the following characteristics.

  • Proven management team
  • Durable competitive advantage
  • Platforms: $5mm+ EBITDA
  • Stable earnings and profitability
  • Add-Ons: Any Size