Thematic Specialization
We don't invest in trends or market cycles; we invest in great companies and management teams in sectors where we have spent our entire careers. We have the experience to discern attractive long-term growth opportunities and the resources to help accelerate that growth.
We invest in the same sectors, looking for the same problems over and over. We like piling up Haystacks
Where We Invest
Commerce Infrastructure
Technology platforms and services that help organizations, make, move, store and sell digital or physical products. From Marketplaces, to warehouse management we look for new ways to create and distribute products.
Commerce Platforms
Investments in Business Services, Logistics, Specialty Distribution, Transportation, Supply Chain Management, and Aftermarket Support
The most brutalist and efficient library by Sidebay Studio
The use of cutting-edge materials and manufacturing processes in the design and production of Elements_Efi has resulted in a product that is both durable and sustainable, reducing the environmental impact of its use.
A Webflow library infused with the brutalist way.
The use of cutting-edge materials and manufacturing processes in the design and production of Elements_Efi has resulted in a product that is both durable and sustainable, reducing the environmental impact of its use.
Launch your portfolio, agency, startup faster than ever
The use of cutting-edge materials and manufacturing processes in the design and production of Elements_Efi has resulted in a product that is both durable and sustainable, reducing the environmental impact of its use.
Growth is our guiding principle.
We look to help management capitalize on transformational opportunities in their industries
and create valuable companies of strategic scale.
Secular Shifts
Early identification of long-term secular shifts and growth opportunities in our industries, coupled with our resources and experience, allows us to capitalize on key opportunities.
“Buy & Build”
Partnering with industry leaders to accelerate growth through acquisitions in fragmented industries. Our capital enables growth and our experience aims to ensure integration is a success.
Unfair Advantages
We bring experience as technology operators, builders and investors to sectors with existing strong cash flows and barriers. By adopting technology to create more competitive business practices we create value and define the future path.
The most brutalist and efficient library by Sidebay Studio
The use of cutting-edge materials and manufacturing processes in the design and production of Elements_Efi has resulted in a product that is both durable and sustainable, reducing the environmental impact of its use.
A Webflow library infused with the brutalist way.
The use of cutting-edge materials and manufacturing processes in the design and production of Elements_Efi has resulted in a product that is both durable and sustainable, reducing the environmental impact of its use.
Launch your portfolio, agency, startup faster than ever
The use of cutting-edge materials and manufacturing processes in the design and production of Elements_Efi has resulted in a product that is both durable and sustainable, reducing the environmental impact of its use.
How We Partner
We seek to partner with outlier management teams for both growth and majority transactions.We invest only where we have conviction and a long standing thesis on how to win a market.
Collaborative Approach
We seek to invest in market-leading companies with strong management teams, recognizing and building upon what made our companies successful in the first place. We align through a shared vision of what the future of the market needs.
Supporting Founders
We don't micromanage. We strive to only work with the best teams in each sector and as suchWe trust them to execute plans or vision depending on the stage at which we partner. We strive to earn the right to be a founder's first call.
Steady Hands
We only invest in sectors where we have operated or spent years developing an understanding of the end customer needs. We look for management teams that are looking at the opportunity the same way as we are. We are patient to see these assumptions compound value over time.