
Our Strategy

Our investment strategy focuses on identifying acquisitions with exceptional growth potential. We look for companies where we can leverage our extensive entrepreneurial and operational experience to add value.
We are disciplined buyers and target lower middle market companies with solid foundations, proven middle management, a need for succession and sustainable long-term growth strategies. With a focus on business continuity, we work to secure the ongoing success of those who were part of the journey - the employees, customers, stakeholders as well as the brand.
Our team, along with our outside partners, work hand in hand to ensure consistent growth for each acquisition. We provide leadership and strategic direction for all of our businesses, ensuring they are set up for long-term success.

We focus new platform acquisitions - in B2B Distribution, Light Manufacturing and Services – as well as add-on acquisitions for our existing platforms in Specialty Metal Services and Distribution, Aluminum Entrance Systems & Curtain Wall Manufacturing, and Medical Spa and Wellness Services.
We search for lower-middle market companies with $1MM to $5MM of EBITDA. We often consider companies with higher EBITDA on a case-by-case basis, in collaboration with investment partners and firms with whom we have deep relationships.

