what we look for

We partner with founders, family owners, and management teams  — bringing operational expertise and a tailored value creation plan to every investment.

Profitable businesses with stable earnings and strong free cash flow conversion.

Established track record with proven customer relationships and contract recompete success.

We pursue control and majority investments but structure transactions to fit the needs of the business and the seller — not the other way around.

Businesses serving the Department of Defense, intelligence community, or critical infrastructure operators — where switching costs are high and relationships are long.

Companies with high barriers to entry — whether through regulatory requirements, specialized capabilities, customer intimacy, or incumbent advantage — that protect revenue and limit competition.

Businesses that can serve as a foundation for growth through acquisition — or companies that strengthen an existing platform through geographic expansion, capability adjacency, or customer diversification.

Companies with owned real estate, specialized facilities, or tangible assets that provide downside protection and enhance enterprise value beyond the operating business.

Every portfolio company receives a value creation plan built for its specific market position, growth trajectory, and operational realities. No templates. No playbooks borrowed from other sectors.