Investment Criteria

Differentiated multi-unit brands in fast growing sectors
Non-discretionary service offerings that have been tested through economic cycles
Scalable operating models and multiple paths for growth, including add-on acquisitions, unit expansion, and four-wall performance improvement
High margin unit-level economics or with a visible path to profitability

Niche manufacturing and industrial services companies with high margins
Growing, defensible industries with stable end markets and proven ability to perform during economic cycles
Engineering differentiation and production efficiencies, including process automation
Scale benefits from add-on acquisitions