A Different Lens

We are opportunists (in a good way).  We look across industries to find small companies (generally under $100 million) with untapped potential.   Why?  We believe smaller companies present the most attractive opportunities to create long-term economic value in today's world. And while we widen our aperture on industry, we are maniacally focused on business model design and people. Our goal is to identify and invest in the most compelling businesses.

Reason for being

We seek companies aligned with the long-term trends driving change in today's world -  as we believe this "reason for being" is more important than a company's SIC code.

Success by Design

A remarkable customer experience is necessary but profitable, scalable design across the business model is ultimately what distinguishes great companies.

People advantage

Today's true investing scarcity (and opportunity) lies in finding passionate, extraordinary leaders who know their customers and understand how to create a long-term advantage.

Inflection points

We invest at inflection points - not some predetermined stage or EBITDA threshold - where capital, know how and people can make a powerful impact on a Company's success.