Lower Middle-Market

We focus on the lower middle-market because of the breadth of opportunity to positively impact companies and the relative lack of professional investors serving the market.

Businesses and teams with less than $10 million of EBITDA have similar challenges, including: limited access to capital, teams spread too thinly, insufficient and evolving internal processes and controls, and an increasing need to add new functions, products, or markets to achieve the next level of growth. Creating access for these companies to additional capital, competence, and capacity creates meaningful opportunity for both management teams and investors to capture the rewards of enterprise value expansion.

The lower middle-market is persistently underserved by private equity investors because investment firms consistently move up-market as they raise additional funds and assets under management grow. We provide owners, operators, and investors with a partner dedicated solely to small-cap companies and fully committed to the lower middle-market for the long term.