Our Investment Portfolio

 By prioritizing attractive entry points, long-term growth levers, and strategic diversification, we aim to deliver superior risk-adjusted returns

Our Investments

Fire Protection & Plumbing

Project Puma

Market-Leading Diversified Fire Protection & Plumbing Platform in a High-Growth Sunbelt Region.

12.4M

Enterprise Value

4.1x

Entry Multiple

Arizona

Location

Custom frame distributor

Project Frame

Leading North American distributor of custom picture frame moldings and framing supplies 

30M

Enterprise Value

5.4x

Entry Multiple

New York

Location

Commercial Transportation

Project Bus

Scaled Ontario Motorcoach Leader with Long-Duration, Blue-Chip Contracts.

46.2M

Enterprise Value

4.6x

Entry Multiple

Ontario

Location

Behavioral Health Platform

Project Ruby

Premium Substance Use Disorder (SUD) treatment provider in the greater Cincinnati area.

27.5M

Enterprise Value

4x

Entry Multiple

Ohio

Location

Interior Design & Home Furnishings

Project Lux

Market-Leading Luxury Design & Home Furnishings Provider with Visible Multi-Channel Growth Runway.

19M

Enterprise Value

4x

Entry Multiple

Texas

Location

Pipeline Design & Engineering

Project Cronus

Specialized Pipeline Design & Engineering Provider for offshore O&G and onshore systems.

14.9M

Enterprise Value

3.5x

Entry Multiple

Texas

Location

B2B Email Marketing Services

Project Marketing

Mission-Critical Email Services provider focused on complex email marketing campaigns.

6.6M

Enterprise Value

3.7x

Entry Multiple

Maryland

Location

Managed IT Services

Project Heel

Durable, High-Margin 30-year old MSP Platform with low churn and multiple growth levers.

4.8M

Enterprise Value

5.3x

Entry Multiple

North Carolina

Location

Pool Screen & Patio

Project Pool

Diversified Regional Pool Screen Enclosure & Patio Platform with significant consolidation potential.

7.5M

Enterprise Value

3.6x

Entry Multiple

Florida

Location

Tax, Accounting

Project Tax

Multi-Location Tax & Accounting Business with ~95% Recurring Revenue and Consolidation Potential.

5.8M

Enterprise Value

4.8x

Entry Multiple

Oregon

Location

Remodeling & restoration

Project Facelift

72-year old residential remodeling and exterior restoration platform serving Central and Northern New Jersey.

4.2M

Enterprise Value

3.3x

Entry Multiple

New Jersey

Location

Residential Electrical Services

Project Switch

Residential Electrical Platform offering services for EV charging, generators, appliances, and home safety.

2.5M

Enterprise Value

4.6x

Entry Multiple

North Carolina

Location