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Our Approach

Our experienced investment team and our advisory group of industry leaders and operators have built a strategic approach that prioritizes sophisticated analysis, deep sector knowledge, and thoughtful collaboration with our portfolio management teams, our investors, and the wider investment community.

Nick and Charlotte in a meeting.
our experience

Driven by deep expertise

Our team draws on the knowledge and expertise of our investment team, operating partners and executive advisory board, a group of luminaries from varied backgrounds that support our strategic decision-making.


  • Deep industry relationship base
  • Competence in niche markets
  • Unrivaled domain-specific operational expertise
  • Repeatable value creation process
  • Extensive experience working with management teams

A focus on supply chains

man in vest and hat using tablet in front of two parked trucks
  • Warehousing & Fulfillment
  • Contract Logistics
  • Distribution
  • Third-Party Logistics
  • Specialty Transportation
large coils in a warehouse
  • Industrial
  • Consumer
  • Food & Beverage
  • Plastics & Packaging
  • Contract Manufacturing
Value-Added Manufacturing
plastic bottles on conveyer belt
  • Contract Packaging
  • Container Production
  • Paper & Labels
  • Industrial Packaging
  • Specialty Materials
Paper, Plastics & Packaging
military jet in motion on runway
  • Aerospace Products
  • Aftermarket Services
  • Fixed-Base Operations
  • Defense & Government Services
Aerospace & Defense
man in green vest inspecting connections on a vehicle
  • Technology
  • Education and Training
  • Facilities Services
  • Industrial Services
  • Professional Services
Business Services

Investment Criteria

We identify potential, and we partner for the long haul.

Our approach leads to tailored solutions for each of our portfolio partners, but a typical investment leads with the following characteristics.



  • Proven management team
  • Durable competitive advantage
  • Platforms: $5mm+ EBITDA
  • Stable earnings and profitability
  • Add-Ons: Any Size