Investment

We are a small investment firm that invests exclusively in lower-middle market businesses in manufacturing, distribution, or healthcare. We provide capital, insight, and operational expertise to build great companies for lasting results.

As investors and previous operators, we understand the complexity and challenges that business leaders go through on a daily basis to operate their business.

Having experience managing and operating businesses, we bring a wealth of knowledge and hands-on experience supporting our businesses and understanding the daily challenges and obstacles our partners face.

Our approach is to work with business owners and managers and support them through their strategic planning and execution to help them grow the organization. We provide functional and operational support to ensure that our acquired businesses are thriving.

Why Partner with Us

Dallas-based boutique firm is made up of experienced investors with the business acumen, financial prudence, and Midwest values to reach the next level of success. Our partners tend to be like-minded, sharing many of the same strategic approaches and personal values.
“Current and Previous investments”: