Investment Philosophy

We are an active investor providing strategic and operational support to management teams and entrepreneurs. We are looking for businesses that benefit from our involvement and capital. In many situations, we are the first institutional investor and assist in transitioning to a more corporate structure while maintaining the company's culture that has made it a success. Our mission is to deliver impressive long run returns and downside protection to our investors, working with extraordinary partners to provide flexible financing arrangements. 

Partnership with Entrepreneurs

We partner with management teams and entrepreneurs and work  with companies across various stages (growth equity, buyout, restructuring) in North America. Our perspective provides a differentiated approach customising investments to the unique needs of a business while providing guidance to succeed in an ever-evolving competitive landscape. Through hard work, integrity and respect our portfolio companies and their teams have achieved tremendous growth and financial results. Our strongest advocates are entrepreneurs and management teams we have backed in the past.

Target Industries

We mostly focus on the following sectors:

  • Insurance
  • Financial Services
  • Enterprise Software/Business Services

Occasionally, we invest outside of these sectors if we believe that our experience can add value to a company.