We partner with market leading companies
in high growth, high return on capital industries

We believe our strategy consulting and growth investing heritage
is the foundation for thesis-based investing and growth transformation

High GrowthDouble-digit revenue and EBITDA growth
High Return on AssetsAsset-light, low capex, low working capital and attractive unit economics
Market LeadersIndustry leaders with high relative market share and sustainable competitive advantage
Experienced Management TeamsManagement teams with track records of organic growth and/or growth by acquisition
AlignmentMajority ownership with significant management rollover and incentive equity