Investment Philosophy

We target predominantly business services, light manufacturing and software businesses with established revenue, clear product differentiation and traction (no product or tech risk) that are experiencing GDP+ growth. Adjacent asset-oriented infrastructure opportunities evaluated on a case-by-case basis.

• Asset-light business services, light assembly / manufacturing, software

• Proven moat and category leading

• Established, recurring and / or term revenue, well-capitalized customers

• Products & services levered to operations, monitoring, reporting, etc. vs. the capex / development cycle

• Established track record of growth

• Exceptional management / operators