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.

Icon for network

Access to our extensive network

Icon for playbook

M&A playbook

Icon for capital

Institutional capital

Icon for collaboration

People-first collaboration at every step

Icon for tools

Data-driven tools and technology

Icon for exit

Optimized exit preparation

A personalized approach to business partnership

  • 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.

  • 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.

  • 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.

  • Hands-on support

    We don’t just look at spreadsheets—we roll up our sleeves to help founders address operational issues.

  • 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