INVESTMENT PHILOSOPHY
What Does Our Investment
With You Look Like?
We are minority stake investors who rely upon seasoned owner-operators to continue to run the businesses they have successfully built, often over the course of multiple generations. We work to meet your objectives, and can design highly customizable investments that are tailored for you.
Permanent
We participate in profits as they are realized.
No forced sale.
Passive
You control all day to day decisions.
Minority Investment
Less than a 50% stake.
Flexible
Varied use of proceeds, suitable for your objectives.
Our investment would typically be:
• Minority Ownership – position of 20% to 49.9%
• Flexible – varied use of proceeds, suitable for your objectives. Common equity-like with no fixed coupon or dividend rate. Our interests are completely aligned with yours. We participate in the profits as they are realized.
• Passive – you remain as the principal shareholder and operator, and you control day to day decisions.
• Permanent – we will not have any forced liquidity rights to require a sale of the business or monetization of our investments.
INVESTMENT VERTICALS
Chain Restaurants
We invest in best-in-class quick service and casual food franchises.
Minority Investment. Passive. Permanent. Flexible.
Beverage
Distribution
We invest in beverage distribution franchises. These may include distributors of beer, spirits, hard seltzers, and sodas.
Minority Investment. Passive. Permanent. Flexible.
Heavy Equipment
Dealers
We invest in dealers that distribute heavy equipment geared towards the agriculture and construction industries, including tractors, backhoes, fork lifts and excavators etc.
Minority Investment. Passive. Permanent. Flexible.
Auto
Dealerships
We invest in auto dealership franchises across America. These include auto dealerships, fleet and used car dealerships, RV dealerships, as well as the companies which provide the infrastructure to support them.
Minority Investment. Passive. Permanent. Flexible.
Consumer &
Business
Services
We invest in consumer and business service franchises that cover a wide array including hotels, fitness, beauty franchises and beyond.
Minority Investment. Passive. Permanent. Flexible.
