Investment Strategy

We partner with middle market businesses in the United States to bring additional capital and deep
operational experience to accelerate growth through our unique insurance and technology focus.

How We Operate

We are founders and operators who have been in your shoes and understand the passion, dedication, and commitment with which you have grown your business. Unlike other traditional financial buyers, we will continue operating your business with that same dedication as partners by:

  • Providing additional capital and management resources to expedite growth
  • Giving you the immediate financial flexibility to pursue other passions if you choose or partner with us to scale your company to the next level
  • Structuring a transaction that considers your unique circumstances
  • Consummating a transaction in a timely and efficient manner to avoid any disruptions to the

Transaction Types

  • Common or Structured Equity

  • Majority or Minority stakes 

  • Full buy-outs

Target Company Size

  • $5 - $50 million Revenue 

  • $1.5 - $10 million EBITDA


  • Insurance

  • Technology

  • Cyber Security

  • Financial Services