Industry conviction
Creative approach
Valued experience
We are Digital Infrastructure and Technology Services specialists, applying a thesis-driven approach to identifying new investment opportunities.
We invest in lower mid-market businesses that provide mission-critical services in markets supported by durable tailwinds.
$3B
Capital Raised
150
Companies
38
Years of History
Approach
Our Values
Integrity:
We are committed to always doing the right thing.
Transparency:
We are straightforward and honest; there are no surprises.
Excellence:
We are relentless in our pursuit of exceptional results.
Constructive Partner
We are behind our company founders and management teams every step of the way. We invest beyond capital, sharing our network and resources to support growth and make good companies great. It is a team effort.
Over nearly four decades, we have built many of the premier companies in our industries. These experiences give us the insight and resources to help our companies succeed. We don’t just hope for the best; we work closely with teams to overcome challenges.
Our constructive partnership keeps us closely engaged with our portfolio companies over the investment period. We work with management teams to build businesses with long-term value.
Investment Criteria
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Trends come and go, but we remain focused on the most durable, secular trends. We are focused on investments that benefit from:
• Increasing data consumption
• Technology outsourcing -
Having navigated several economic cycles, we focus on businesses that provide services that customers cannot live without via service-oriented business models rather than software or hardware companies.
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We invest in businesses with proven, scalable unit economics. We work closely with entrepreneurs to define, track, and improve unit economics as the key to driving long-term value creation.
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We target investments of $10 million to $50 million. We enjoy working with smaller companies, believing there is greater opportunity for value creation.
