STRATEGY

Core to our strategy is to take a partnership approach to investing. We seek to partner with management teams to drive value through business development and operating improvements. Our operating executives have a strong track record in adding value through business development initiatives and in implementing and overseeing operating improvements.

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We typically prefer situations where the seller is willing to retain a meaningful equity stake. We strongly believe that establishing a structure in which both investors and key managers share a common ownership vision, and are motivated to maximize value, is critical to achieving superior return on investment.

Typical investment candidates include companies or carve-outs involving management-led buyouts, family-owned businesses where the owner is seeking liquidity or retirement, companies that require new capital for growth, strategic initiatives or balance sheet restructurings.

Although we are primarily focused on acquiring control positions in leading middle market companies, we also seek mezzanine investment opportunities in connection with leveraged acquisitions, recapitalizations, later-stage growth financings, co-investments and/or balance sheet restructuring.