A Family Equity
Company

In an investment world where the overwhelming amount of large block capital comes from public markets and private equity, we are often defined by what we are not. We are not a traditional private equity company that operates on a standard leveraged buyout model; in fact, quite the opposite. The unique approach within the industry that we call “family equity” comes with some key distinctions from traditional capital.

We are just as rigorous, demanding, and disciplined as other capital sources, but our style, structure, and ownership focus leads to a very different holistic approach. For a specific type of partner we provide unique and compelling advantages.

How We're Different

We do not use excessive debt
A significant deviation from the industry standard. 

We do not rely on “cost outs” to meet short term goals
Our transactions have a 99+% employee retention rate.

We have a real long-term focus
We can and do hold investments indefinitely.

We have aligned interests with the companies we partner with
Our managers are investing their own capital.

We have consistency in decision-makers

We can make decisions quickly
We are not accountable to outside investors

We can act confidentially
We do not seek publicity and are not mandated for investment transparency

We support legacy
We have comfort keeping names and culture to support founder and family legacy.

We support community
We are strong local community supporters and donors in the communities in which we operate.

We have unique capital strength and investment diversification