What We Do
Direct Investments
We invest between $25,000 and $1,000,000 per opportunity in businesses where our capital and experience can be genuinely additive. We are comfortable with minority or control positions and can structure transactions around growth, recapitalizations, or shareholder liquidity.
Typical situations include:
Owners seeking a long-term capital partner instead of a quick exit.
Businesses in need of growth capital, professionalization, or strategic refocus.
Management teams leading buyouts or transitions and needing a stable partner.
Capital + Capability
In addition to capital, we bring an integrated set of capabilities that help businesses navigate growth, complexity, and transition. We can be purely financial partners, or step in more actively where our experience in finance, strategy, technology, and law can accelerate execution and reduce risk.
Financial Advisory
We help leadership teams design and manage a capital structure that matches the realities of the business—balancing growth, resilience, and flexibility. This includes support with budgeting and forecasting, KPI design and reporting, cash-flow visibility, and preparation for M&A or financing events. Our goal is to bring institutional-level discipline to privately held companies without unnecessary complexity.
Strategic Advisory
We work with management to clarify where the business is going and how it will get there. This can involve refining market positioning, prioritizing product or service lines, assessing pricing and margin opportunities, and aligning resources to the highest-value initiatives. We focus on practical, execution-ready strategy that can be translated into operational plans and board-level reporting.
Technology Support
We assist companies in modernizing the systems and data that underpin their operations and decision-making. That may include evaluating and implementing core software platforms, improving data quality and reporting, and identifying automation opportunities that remove bottlenecks and reduce error. The objective is not "technology for its own sake," but targeted upgrades that strengthen control, insight, and scalability.
Legal Insight
We bring in-house experience in securities and corporate law to help management teams think through transaction structure, documentation, and regulatory considerations. While we do not replace external counsel, we can frame issues early, ask the right questions, and help ensure that deals and governance structures are built on sound legal footing. This often leads to smoother processes, fewer surprises, and better alignment among stakeholders.
We do not require board seats in every situation, but we do expect clear lines of communication, agreed reporting, and a shared definition of success. The combination of capital and capability is most effective when we and our partners are fully aligned on objectives, constraints, and time horizon.
Stewardship of Family Capital
Alongside direct investments, we allocate capital across public equities, credit, and real assets with a focus on:
Capital preservation and downside protection
Thoughtful risk-adjusted growth
Liquidity to support follow-on opportunities
Let's Discuss Your Opportunity
Whether you're seeking capital, strategic support, or comprehensive family office services, we're here to explore how we can partner together.