Investment Process

We know what works

We have analysed and invested in hundreds of companies, both public and private. This experience helps us quickly assess whether an opportunity is a good fit for our investment approach.

We focus on what matters

Every business is unique, but we've learned to identify the key factors that drive success. We focus on these critical elements rather than getting lost in unnecessary details.

We embrace unique businesses

We actually prefer niche businesses with unusual models. These opportunities are often more interesting and can make excellent investments when others overlook them.

People matter as much as numbers

A business reflects the character and values of its owner. We prioritise working with people we trust and respect, as this foundation is essential for long-term success.

We make our best offer upfront

We don't play games or lowball. As business owners ourselves, we understand that good vendors have options. We present our best offer from the start.

One deal at a time

Once we sign an offer, we pause all other opportunities. This ensures we can give you our full attention and avoid any conflicts of interest. However, this means our offers have limited timeframes.

No external financing required

Our principals back every investment personally. We don't need bank approvals or external funding, which ensures deal certainty. If we ever need financing, we'll clearly state this upfront.

Quick decision-making

Our principals make the final decisions directly. There's no investment committee or lengthy approval process, allowing us to move quickly and respond to your needs.

Flexible deal structures

We tailor each deal to your specific needs and priorities. Tell us what matters most to you, and we'll work to accommodate it. Common examples include:

• •Partnering with your existing general manager if they're interested in a management buyout
• •Honoring commitments to employees or business partners
• •Whether you want to continue working or step away completely
• •Keeping a minority stake to participate in future growth
• •Staged payments or seller financing for higher valuations

Confirmation, not renegotiation

We use due diligence to verify the accuracy of financials and operations. This isn't an opportunity for us to rethink our decision or pressure you into new terms.

Focused and efficient process

Since our due diligence is confirmatory, we keep it short and targeted. We focus on what matters most rather than exhaustive reviews.

Fair and practical documentation

We handle documentation ourselves and aim to be fair and commercial. Our agreements follow market standards, and we don't get bogged down in excessive legal complexity.

We keep your team together

Unlike strategic buyers, we don't have cost synergies to achieve. We want to retain your existing employees and their valuable knowledge.

Preserving what works

Your business is successful for good reasons. We aim to maintain the culture and practices that made it successful rather than imposing unnecessary changes.

Long-term ownership

We invest with permanent capital and buy to hold forever. We're not looking to flip or exit quickly. All our decisions are made with the business's long-term interests in mind.