We have two main types of businesses we invest in

As experts in lower middle market turnarounds, we act as a solution provider to difficult auction processes and fatigued equity and debt holders.

These businesses typically have revenues between $10 million and $300 million and may have either positive or negative EBITDA.

Our focus is on businesses where we can acquire 51% to 100% ownership and create value through operational improvements, restructuring, and growth.

Our Philosophy on Special Situations

Even great businesses can benefit from fresh perspectives. We identify opportunities in companies with strong foundations, realign strategies, and position them for enduring success.

Many companies possess fundamentally strong business models but are hindered by misaligned capital structures or operational inefficiencies. We excel in identifying these opportunities, fixing core issues, and driving long-term profitability.

We are looking for businesses with exceptionally big moats. The world of business is intensely competitive whether you are large or small, and we are not interested in competing on the basis of lowest price. We are looking for businesses that are the absolute best at what they do and make their customers extremely happy. This will typically be indicated by organic sales growth, little to no spending on sales & marketing, and relatively high margins.

The more specific your niche, the more excited we are. The longer you have built your brand and/or reputation, the stronger base we will have to work from.

We are very open to partnering with your management team to buy the business, or buying out one member of a partnership. We are comfortable with highly complex situations.

Our ideal investments are characterized by steady, predictable cash flows, where we can acquire majority ownership (51%-100%).