Firm Profile   |   Investment Strategy
     
 
 
 
 
 

Our investment strategy has been unwavering for nearly two decades: we seek control equity investments in companies where our experience and resources can be applied through aggressive investment management plans to accelerate earnings growth. We resist reacting to short–term market fluctuations or investment cycles and strive to generate long-term capital gains through investments in companies that meet the following guidelines:

  • Well-managed companies with growth potential
  • Add-on acquisitions of any size for existing portfolio companies
  • Opportunities to increase equity value through active investment management
  • Control equity positions
  • No turnaround or venture investments

The foundation of our investment philosophy is giving outstanding management teams the support they need to accelerate earnings growth. At the outset of all investments, we work jointly with senior management to develop strategic plans. We outline clear roles and responsibilities for management, board members and other advisors and establish detailed governance procedures. We collaborate to build active boards of directors, identify and invest in the human and capital resources required to support strategic plans, and provide analytic support for major operating and investment decisions. We aggressively manage capital market events and leverage our deep investment experience to make the most beneficial exit decisions.

Case studies of our portfolio investments demonstrate that we often accelerate earnings growth by overseeing aggressive acquisitions programs. We have executed add-on acquisitions at nearly two-thirds of our portfolio investments. We invite you to view our active investments seeking add-on acquisitions.


KEY PEOPLE [+]
CASE STUDIES [+]