We believe that deep sector specialization and a focus on situations that require a hands-on approach are critical elements of our investment strategy, enabling us to identify opportunities where we are the partner best suited to support transformational growth initiatives. We are patient investors with the flexibility to support longer investment horizons. We understand that it takes time to build great businesses.
SECTORS: We are longstanding investors in technology companies that serve government and enterprise end-markets. These sectors are large and resilient to economic cycles. Digital transformation and regulatory compliance pressures are driving sustainable technology investments in these markets
SITUATIONS: We back businesses that are at an inflection point where we can help them to achieve accelerated growth and operational excellence
Transactions up to $750 million in enterprise value
Compelling organic and inorganic growth potential
Majority investments, primarily in founder-owned, carve-out, and public-to-private transactions
Software, technology-enabled services, and hardware companies serving resilient subsectors within government and enterprise end-markets
Conservative capital structures that prioritize growth & innovation
Headquarters and / or most employees based in North America