top of page

Investment Criteria

Investment Criteria




Portfolio Management

Investment team works with management to build a comprehensive value creation playbook tailored to each company’s unique strategy 

Investment Situations

  • Founder looking to exit

  • No longer a strategic fit for parent company

  • Add-on opportunity


USA, North and South America, India

Investment Characteristics

We invest in sectors that intersect with the deep operational, technical and leadership experience of our team with our extensive network of industry relationships. 


* Technology and technology services with deeply rooted customer relationships in: 

* Healthcare 

* Defense & Government 

* Advanced machines / software (ML/AI)

bottom of page