What We Bring
To The Table

Flexible Capital

Flexible Capital

We provide creative and flexible capital – investing minority or majority equity, in full recapitalizations or growth equity structures.

The Private IPO

The Private IPO®

Our innovative deal structure allows founders to gain significant liquidity while maintaining voting control and maximizing ongoing equity ownership.
Learn more…

Strategic Value Creation

Strategic Value Creation

We know how to avoid the pitfalls that come with accelerated growth. We add value by helping augment people, process and infrastructure in our companies.

Experienced Team

Experienced Team

Our partners have over 80 years of combined experience investing in founder-led companies. We’ve seen it all investing together.

Culture of Partnership

Culture of Partnership

We respect the passion and vision of our founders – we believe in a culture of collaboration and teamwork.

Focused Portfolio Approach

Focused Portfolio Approach

The best results come from the concentrated efforts of experienced professionals. We focus our energy on executing a few great deals per year.

The Private IPO Logo

We differentiate by giving founders greater control and more incentive equity.

Helping Great
Companies Grow

Continental Services
CONTINENTAL SERVICES is a leading food service provider in the midwest through its vending, markets, dining and catering solutions.
Covalent Health
COVALENT HEALTH is a provider of innovative logistics solutions to hospitals, payors, physicians and health systems.
Centra Industries
CENTRA INDUSTRIES is a leading manufacturer of complex, precision-machined metal components for aerospace industry.
Eptam Plastics
EPTAM PLASTICS is a manufacturer of close tolerance, precision-machined plastic components.
The Execu|Search Group
THE EXECU|SEARCH GROUP is a leading provider of temporary staffing and permanent placement solutions.
OneSource Distributors
ONESOURCE DISTRIBUTORS is a premier electrical and industrial products distribution company in Southern California.
REACH Air Medical
REACH AIR MEDICAL is a leading provider of emergency air medical services in California, Oregon and Texas.

Let’s Start
a Conversation

Call Us

617.439.0688

Start typing and press Enter to search