Strategies for the Middle Market
We seek out businesses with complexity, hidden value or contrarian elements. Our experience navigating such challenges helps us guide companies to greater profitability and faster growth.
Fund size includes all related vehicles and, for Credit, committed leverage.
Our consistent system brings rigor, business acumen, creative solutions and flexible capital to all our investments. Our fully integrated Private Equity and Credit teams share insights and angles, and each strategy leverages the resources of the overall platform to source and execute the most compelling investments.
Rigor in Capital Stewardship
Our focus on preservation of capital has been a primary objective since our days at Harvard. Valuation discipline is key to our strategy, and our “Fan of Outcomes” underwriting helps us maintain that discipline and calibrate risk. With analytical diligence and thoughtful capital structuring, we target opportunities with attractive return potential and controlled downside risk. Our reputation for discipline, rigor and integrity is a critical firm asset, closely tied to our role as custodians of investor capital.
Value Creation
We seek to bring businesses from "Confusion to Clarity," capitalizing on challenges and complexities that deter other investors. Using a data-driven approach, we leverage our robust analytical expertise and experience to uncover key insights and find the fastest path to equity value creation. With a relentless focus from start to finish, and drawing from our toolkit of people, resources and processes, we tailor our approach to meet the unique needs of each company.
As lifelong learners who value excellence, we focus on making the best data-driven decisions to drive successful outcomes for our investments. Supported by an extraordinary team and culture, we aim to build sustainably better businesses and to leave all our stakeholders better off.”
Partnering With Management
As middle market private equity investors, we realize that a talented management team is behind every successful investment. Aligning with some of the best teams in the industry, we forge lasting relationships founded on integrity and accountability. We set clear goals and reward exceptional performance, working with our management partners to build enduring businesses and create value for all our stakeholders.
Deep Sector Expertise
We actively invest in four core sectors, leveraging our pattern recognition, strong relationships and proprietary insights. As agile and experienced investors, we believe we are ideally suited to source the best opportunities across these sectors and to help management teams identify and execute opportunities to scale.