Building Value Together
Partnership for Lasting Growth
Our Approach
We partner closely with founders and management teams to scale technology-enabled services businesses through collaboration, accountability, and disciplined execution. Our approach is transparent, repeatable, and intentionally designed for the realities of the lower middle market, where focus, prioritization, and execution matter most.
Value Creation Plan
Our value creation framework is organized around four practical pillars that compound over time. Each is grounded in operational fundamentals and tailored to the needs of growing businesses.
Design scalable organizations with clear roles and accountability
Recruit, develop, and retain critical leadership and functional talent
Align incentives across owners, management, and employees
Leverage operating partners for targeted, situational expertise
Preserve entrepreneurial culture while strengthening governance and execution
Enhance core offerings to improve customer outcomes and retention
Identify cross-sell opportunities across products, services, and customer segments
Apply technology and AI selectively to improve efficiency and scalability
Build products that scale reliably without operational complexity
Strengthen competitive positioning through defensible differentiation
Sharpen positioning, messaging, and differentiated value proposition
Decision-making grounded in empirical data to prioritize segments and routes-to-market
Expand addressable markets through disciplined segment expansion
Build affiliate and partner ecosystems to extend reach efficiently
Scale acquisition channels and improve conversion through iteration
Establish clear strategic plans with defined priorities and milestones
Track leading indicators to inform timely operational decision-making
Institutionalize data-driven performance management and continuous improvement
Develop scalable technology and infrastructure to support growth
Proactively manage risk as complexity increases with scale
How We Partner
Drawing on decades of experience, we apply a systematic value creation approach tailored to the specific demands of lower middle market technology-enabled services businesses.
Institutionalization
We institutionalize what matters while preserving what works. Governance structures and board composition balance principals and experienced operators to ensure practical oversight, informed debate, and timely decision-making. The goal is progress and clarity, not unnecessary complexity.
Hands-On Support
Our in-house team works alongside a network of sector-specialist operating partners and external advisors to support management teams where it matters most: organizational design, pricing and go-to-market execution, analytics, data infrastructure, and technology enablement. Engagement is targeted and milestone-driven, with a focus on practical improvements rather than broad disruption.
Stewardship
We define success by the durability of growth, the resilience of operations, and disciplined stewardship over time. Our long-standing focus on lower middle market reflects a commitment to building businesses that can perform across cycles and be well positioned for attractive strategic outcomes when the timing is right.