Our Edge

Experienced Investment Professionals
  • We have dedicated Hedge Fund and Private Equity teams with diverse investment backgrounds including primary investing expertise
  • Our Investment Professionals average over 14 years of industry experience
  • We have over a ten year track record in both hedge fund and private equity investing
  • Exclusive focus and significant experience in the North American lower middle private equity market
Disciplined Investment Process
  • We implement a disciplined and consistent investment process
  • We have developed proprietary human capital assessment, investment scorecards, risk management and monitoring tools to support our investment decisions
  • A dedicated operational due diligence team is designed to ensure that we invest in institutional quality firms
  • Senior professionals are involved in all investment decisions
Value-Added Commitment
  • Transparency, open communication, access to senior decision makers and education are central components of our investor-focused approach