Our Investment Approach

Extensive research, peer review, and deep quantitative analysis drive our decision-making process and underpin our investment strategy. Our approach is highly selective and carefully executed to efficiently and effectively allocate client assets for sustainable growth. We focus on relationship-driven investing in the lower middle market, with the aim of building long-term appreciation. Engage us to leverage our approach and let our experienced team source, evaluate, and monitor investments so that you don’t have to.

  • • Lower middle market buyout and growth funds between $200 million to $1 billion in size

    • High performing management teams with a track record of outsized returns and disciplined, sustainable and consistent investment strategies

    • Specific industry or sector focus to guarantee best-in-class knowledge

    • Relationship focused – active dialogs with GP about underlying portfolio companies and how we can help by leveraging relationships from other deals

    • Co-investment opportunities

    • LPAC seat to ensure greater control

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  • • Size and quality of the fund manager’s team across operations, finance and investments

    • Review of absolute performance and peer group comparison

    • Deep quantitative analysis on current and prior investments to understand the management’s capabilities to enhance revenue, improve margin, optimize capital structure, and value portfolio companies on entry and exit, net of market impact

    • Leverage network of investment professionals for industry knowledge and independent company valuations : 1 on 1 calls with 3rd party experts as well as utilizing market research databases

    • Review of management's capabilities to proprietarily and uniquely source investment opportunities

    • Meetings/site evaluations with prospective fund managers and companies

    • Legal review to ensure all terms are reasonable and in-market to protect investors

    • Reference checks and network calls with current and prior limited partners and CEOs/founders of portfolio companies

    • Investment sizing with consideration of track record/conviction/risk vs reward & potential for co-investment, based on due diligence findings

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  • • Rigorous reviews and discussion within the investment team and outside consultants

    • Finalization of due diligence memos for all investments

    • Final review and Investment Committee approval decision

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  • With Managers —

    • Onsite visits

    • Monthly/Quarterly conference calls and review of investments

    • Quarterly and annual financial updates

    • Annual meetings

    Internally —

    • Tracking investment performance by asset class

    • Prepare and distribute investor statements

    • Coordinate movement of capital

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