Investment Strategy
We believe that no one strategy or investment approach is right for all owners, companies, or situations. Therefore, we do not employ a “one size fits all” approach to investing. We recognize and appreciate what makes you and your company different and we are highly flexible in our investment structuring, providing owners with liquidity, expansion capital and an opportunity to participate in the future growth of the company through retained equity. We typically invest in companies with $10 million to $100 million in revenue and are interested in a wide range of transactions including:
- Partial or Complete Buyouts
- Recapitalizations
- Growth Equity
- Divestitures
- Take Private Transactions
- Strategic Add-On Acquisitions
Having a sector focus is an important component of our investment strategy. We define healthcare and technology broadly to include both product and service companies. Our history of experience in the healthcare and technology fields allows us to bring more than capital to any situation. Our extensive network of leaders working within the technology and healthcare markets is a value-added resource to our portfolio companies.
As long-term investors, we remain engaged with our portfolio companies as their business needs and challenges evolve over time. The management teams of our portfolio companies benefit from the fact that in many instances we’ve gained insight into the challenges facing them through our own experiences as executives and entrepreneurs.