We take a more flexible and transparent approach to the ownership of businesses, in which a willingness to buy and hold on to a company for the long term is balanced by a commitment to provide a responsible return for investors.
We look to invest in small and medium-sized North American businesses that make plain the following qualities:
With distinct and harmonious backgrounds, we are a small group of high-performing practitioners dedicated to the success and longevity of our investments for and with clients. With years spent building meaningful skills and networks in related areas, we come from hard-working professional beginnings, allowing our work with high net-worth individuals, family offices, and organizations to do the talking. If the above criteria fits your business attributes, we would welcome an opportunity to get to know you. It is the best part of what we do.
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