other names
With over 30 combined years of experience, we have developed a keen eye for the best use of our capital. We find values that others missed. Our team of professionals has vast experience in industrial, business services and consumer sectors. We have a reputation for successfully investing and exit while preserving capital in a downturn. Our other experiences include land development, aggregate mining, timber management, residential housing, commercial real estate, property management and real estate M&A. Among all entities, we have eclipsed 1000 transactions. With our comprehensive experience, proven track record and partnership approach, there is no better partner to rely on than our team. We invest in low to mid market business with defensible position and strong value proposition. We pursue majority equity investment to support management buyout, to back an experienced operator, to facilitate family succession and help owners recap the value of their business. We seek to partner with owners / operators and enable them with capital and resources to maximize operation. We're ready to roll up our sleeves and work hand-in-hand with the management team to initiate and implement value-add projects.

Adviser Profile

As of Date 04/01/2025
Adviser Type - Large advisory firm
Number of Employees 11
of those in investment advisory functions 6
Registration SEC, Approved, 08/24/2023
AUM* 105,949,539
of that, discretionary 105,949,539
Private Fund GAV* 116,507,693 19.43%
Avg Account Size 52,974,770
SMA’s No
Private Funds 2
Contact Info 205 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$105,233,766
Fund TypeOther Private Fund Count1 GAV$11,273,927

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Brochure Summary