What We Do

Transforming Microcap Businesses with Insight and Care

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Our Focus

We deploy a thematic approach to investing, guided by extensive research and data analysis. This allows us to identify opportunities to invest in and build companies that are aligned with key trends and positioned for sustainable growth in healthcare, technology, and business services companies.

Healthcare

We partner with small healthcare services companies across multiple verticals

  • Revenue Cycle Management
  • Home Healthcare Services
  • Workforce Solutions
  • Dental Service Organizations
  • Behavioral Health Clinics
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Technology

We partner with small high potential technology companies across multiple technology verticals that have a proven product market fit and strong customer loyalty

  • Cyber Security
  • Ed-Tech
  • Software as a Service
  • Health-Tech
  • E-Commerce
  • Data and Analytics
  • Digital Infrastructure & Data Centers
  • Gov-Tech


Business Services

We partner with small business services companies that fill a need in a proven market

  • Managed Service Providers
  • Commercial Book-Keeping
  • Workforce Management
  • Medical Billing
  • Government Services
  • Digital Marketing
  • Electrical and Energy
  • Consulting  


Our Criteria

Investment Type

  • Platform Investments
  • Add-on Acquisitions
  • Buy and Hold (depending on industry)

Economics

  • Revenue ~ $2m - $25m
  • EBITDA Range  ~ $450k - $5million

Characteristics

  • Strong customer retention and loyalty
  • Good and strong ethical leadership
  • Founder owned
  • Healthy and modest growth
  • Ability and willingness to integrate value-add strategies
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