Investments

  • Typical Initial Investment  $250,000-$10,000,000

  • Typical Follow-on Investment $1,000,000-$8,000,000

  • Consumer Goods, CPG, Services

  • Life Science, Healthcare, Medical Device

  • Cannabis

  • Technology

  • Real Estate, Industrial, Design

  • Funds and Alternative Strategies

Desired Business Variables

  • Companies with established products/services

  • Stand-alone, high-growth platforms; corporate carveouts; corporate orphans; organic or acquisition buildups

  • Potential for highly profitable internal growth

  • Strong return on capital

  • Opportunity for significant market share capture

  • Low technology risk

Profitability

  • Businesses with solid fundamentals are strongly preferred

  • Operating profit margins exceeding 10% (ideally 15-20% within 1-2 years)

  • Distressed situations will be considered