Guidelines

Investing in Success

Our objective is to make sound investments in profitable companies that are rapidly growing or poised for growth.  The particulars vary, based on each target’s unique needs, and may result in a majority or minority ownership position in the company:

Transaction structure:

  • Growth investments
    • - Expansion capital
      - Acquisition capital
  • Recapitalizations
    • - Majority or minority ownership
  • Management-led buyouts

Company attributes:

  • Revenue:  $10 – 50 million
  • Profitable
  • Initial equity investment: $2 - $10 million
  • Growth opportunities, organic and/or via acquisition
  • Located in the Western United States
  • Strong management, which co-invests in transaction

Industries of interest:

  • Business Services
  • Niche Manufacturing
  • Financial Services