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Our Investment Strategy

As a family investment group, our strategy is to utilize our operational expertise, superior leadership skills and business experience to create value. With our years of experience across various industries, our unparalleled work ethic, our dedication to mission, vision and values and our desire to operate, we intend on winning for all our stakeholders. 

Investment Criteria

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Revenue

$5M - $25M

EBITDA

$1M - $5M

Acquisition Type

Majority Stake Buyout

Geography

NY, NJ, CT, FL, NC, SC, TN

Industries

Sustainability

Wellness

CPG

Experiential

Transportation & Logistics

Distribution & Wholesale

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