

Cementing Legacies Through
Long-Term Commitment.
We transform small to lower-middle market private companies with an innovation mindset for their next phase of growth.
Our Mission
To blend operational excellence with technology and strategic optimization to preserve legacies while driving sustainable growth for companies we acquire, ensuring responsible stewardship for decades to come.
How we work
Long Term Focused
Unlike private equity, we do not have outside investors. We invest our own capital. As such, we do not answer to outside investors or short-term performance goals. Our focus is on the long-term health of the businesses we acquire. We believe in investing with patience and care, ensuring that the companies we acquire can grow and evolve without the pressure of posting returns to investors.
Stewardship at our Core
We are dedicated to being the right steward for each business we acquire. Our goal is to preserve the culture, values, and operational excellence that business owners have worked hard to build and what made them successful. We work alongside existing leadership, supporting them through the transition while providing the tools and resources needed to scale.
Innovation and Optimization
We leverage technology, strategic planning, and operational improvements to help businesses grow while staying true to their legacy, products and customer needs. Our approach is data-driven in order to modernize businesses and focus on sustainable growth, ensuring that the businesses we acquire are equipped for the future.

Areas of Interest
We invest where we can add meaningful value to the next phase a company's growth
Manufacturing
Manufacturing is at the heart of many successful businesses and certainly so at the heart of the American economy. We understand its complexities and consider it a strength. We invest in companies that have strong operational foundations, entrenched customers and strong barriers to entry. We help companies grow through the integration of technology and operational efficiency. Whether it’s streamlining production processes or expanding market reach, our goal is to ensure that your business becomes even more competitive in the marketplace of the future.
Technology
The technology sector is rapidly evolving, and we are focused on companies that are well positioned for growth and innovation. By combining our experience with strategic capital we bring to the table, we want to scale technology companies which have unique solutions for niche markets, creating a deep moat. Solutions for which market trends of AI are not entirely applicable to specific functional uses or client needs. We work with founders and leadership teams to optimize their offerings and expand into new market opportunities.
Domestic Production with International Potential:
While we recognize that the United States market is full of opportunity, we don’t limit our growth plans to our borders. We are not afraid of taking on the challenge of exporting products and services to markets across the world. In fact, we embrace it and see it as a strength to bring America’s innovation to markets where we see a unique opportunity.
​
​
​

Our Investment Criteria
Our investment approach is designed to align with your financial objectives. We offer a range of investment strategies tailored to your risk tolerance and investment preferences.