• Management Friendly
  • Patient capital to execute long-term growth strategies
  • Partners with extensive experience in corporate development and capital markets
  • Equity investment and incentives for management
  • Retention of operational control by the management team
• Seller/Owner Friendly
  • Ensure long-term viability of business
  • Understanding and willingness to address critical Seller/Owner deal points
  • Emphasis on sustained profitable growth over long term
  • Experienced in working through complex transaction issues to avoid "deal killers"
  • Established track record of follow thru, honoring commitments and closing deals
• Investor Friendly
  • Direct access to private equity investment opportunities
  • No blind fund → investors develop unique portfolio of private company investments
  • Elimination of upfront legal funding commitments and ongoing money management fees
  • Lower minimum equity capital investment provides greater access to individual investors
  • Professionally managed investments by experienced principals

Investment Philosophy
Investment Financing Sources
Investment Criteria