What We Do
We directly purchase majority and minority stakes in growing businesses.
Company Fit
Financial Characteristics will include: high profit margins (>25% operating income divided by revenue) and high returns on assets (>20% operating income divided by assets).
Business Characteristics will include: leader niche, B2B, and exhibiting material competitive advantages.
Representative Examples:
Co-led financial due diligence for a $434 million purchase of a financial services company. Investor base included Berkshire Hathaway, Inc.
Successfully helped financial services company transition from a wholesale strategy to a retail strategy.
Engineered unique trade that allowed a company to unlock $25 million in annual synergies for more than a decade.
Co-raised $835 million institutionally and raised $60 million (high net worth individuals) to purchase equity stake in a growing timeshare property management and technology company.
Building niche distributor of high quality Italian marble to luxury markets with talented operating team possessing material technologies and competitive advantages.