We prioritize strong fundamentals and exceptional people over focusing on specific industries. Our business model is straightforward: we identify best-in-class operators in stable, hard-to-disrupt sectors and partner with them. By building on the foundation of legacy businesses, we provide operational expertise and capital to accelerate their growth—achieving a 20-year vision in just five years, for example. We target industries that we believe will endure for the next 50 years, avoiding high-risk, high-growth ventures in technology. What excites us are businesses with consistent revenues, stable customer bases, and fragmented markets.

Often, we find these opportunities in the service sector, particularly in healthcare, home, and business services. These sectors are populated by many small operators (e.g., a single-provider dental practice) competing with a few large national players. By partnering with these small businesses, we help them scale and thrive in the face of larger competitors.