What to expect
As true partners, we work closely with founders and management teams to navigate complex operational challenges, seize opportunity, and build enduring businesses.
Access to our extensive network
M&A playbook
Institutional capital
People-first collaboration at every step
Data-driven tools and technology
Optimized exit preparation
A personalized approach to business partnership
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Flexible structure
There is no one-size-fits-all strategy. We embrace and adapt to the unique complexities and challenges that exist in every great business.
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Select regional focus
We partner with essential businesses in the Intermountain West, where we live and operate, harnessing the full power of our long-standing networks and resources to propel businesses forward.
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Alignment
We don't just take ownership—we build true partnerships rooted in shared goals and a long-term vision, bringing the right capital and the right people together to drive value and provide a meaningful margin of safety.
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Hands-on support
We don’t just look at spreadsheets—we roll up our sleeves to help founders address operational issues.
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Niche market expertise
Our experience as specialists in essential businesses informs our ability to structure, design, forecast, and operate across the lifecycle of our partnerships.
Investment criteria
We target high-character leaders of lower-middle-market companies in the Intermountain West that exhibit these key attributes:
- $4M–$15M of EBITDA
- Services, Industrial, Consumer, and Healthcare industries
- Competitive advantage within sector or geography
- Strong legacy and culture of success
- Predictable revenue stream
- Positive cash flow characteristics
- Opportunities to add strategic value
We step in where we can make a difference—through times of growth, transition, and critical decision-making.
Businesses exploring a capital partner to help fund an acquisition
Family businesses seeking a third party to help facilitate the transfer of ownership to the next generation or new leadership
Business owners facing retirement or unforeseen circumstances
Entrepreneurs who need to buy out former or less involved partners