Investment Strategy
Fewer Bets. Deeper Work. Better Outcomes.
We concentrate capital in sectors we know deeply, hold positions long enough to matter, and partner with management teams who share our ambition.
Sector Focus
Three sectors. Fifteen years of expertise.
Real Estate
We connect investors with real estate opportunities backed by real assets. RV parks, glamping destinations, multifamily apartments, senior living, and land development projects that produce income and long-term value.
Industrial Technology
Businesses that modernize legacy industrial processes through software, automation, and data intelligence. We look for companies with embedded customer relationships and high switching costs.
Financial Infrastructure
Payments, compliance, and data infrastructure that underpins the financial system. We favor businesses with regulatory moats, recurring revenue, and mission-critical positioning.
Deal Criteria
What we look for.
Revenue
$20M – $200M
Proven revenue base with demonstrated unit economics
EBITDA
$5M+
Profitable or near-profitable with clear path to margin expansion
Hold Period
5 – 9 Years
Long enough to realize the full value of operational transformation
Equity Check
$50M – $300M
Control or significant minority positions with governance rights
Geography
North America
Primary focus on US and Canada; selective international exposure
Structure
Control Buyouts
Majority preferred; structured minority in select situations
Our Process
From origination to exit.
Origination
We source opportunities through a proprietary network of management teams, advisors, and sector specialists built over 18 years. The majority of our transactions are sourced off-market.
Diligence
Our diligence process is deep and deliberate. We spend 60–90 days stress-testing the business model, management team, competitive dynamics, and value creation roadmap before committing capital.
Value Creation
Post-close, we embed a dedicated operating partner alongside management. Together we execute against a 100-day plan and a multi-year strategic roadmap focused on organic growth and selective add-ons.
Exit
We pursue exits only when the business has reached its full potential, not on a calendar schedule. Our average hold period of 7+ years reflects this discipline and consistently produces superior outcomes.
"We do not chase deals. We build relationships and wait for the right moment to deploy capital with conviction."
John McGaugh, Founder & Managing Partner
Investor Relations