Who We Are Image
WHO WE ARE

Berkshire Hathaway references are cliché. But that’s our (highly) aspirational model. While our founding lineage includes Apollo’s private equity team and Viking’s hedge fund team, we hope to build something away from Wall Street.

Respond in
48
HOURS
Make an offer in
5
Days
Close Partnership in
2
MONTHS

O

U

R

H

O

L

D

-

I

N

G

S

OUR HOLDINGS

Medical Aesthetics Holding Vehicle

Brand Holding Vehicle​

Pool Services Holding Vehicle​

Bermudian Real Estate Holding Vehicle​

Medical Aesthetics Franchisor

Beauty Clinic Portfolio (Partnered)

Fried Chicken QSR Brand (Partnered)

IT Services Holding Vehicle​

Generalist Holding Vehicle

HOLDING VEHICLE TO BE ANNOUNCED

Holding Vehicle Coming Soon

Holding Vehicle Coming Soon​

OUTDOOR LIGHTING AND DECORATIONS BRAND

WE value stability

over

growth

We’re really solving for durability and longevity over growth. We look for any indications of stability such as mission criticality (e.g. high retention / low-churn), consistent and diversified customer (and supplier) base, niche focus, strong brand, etc.

OUR CRITERIA

CRITERIA!

c

r

i

t

e

r

i

a

HOLDINGS!

Cash flowing

$2-$10m of normalized operating cash flows (~EBIT), with at least a 3-year track record of cash flows in this ballpark. (Bigger also works).

Low Growth

Typically less than 30% topline organic growth. However, if the growth is from inorganic / high ROI reinvestments, then perfect for us.

Old

More than 6 years old. We can make exceptions for digital, internet or vertical market software assets with best-in-class retention.

Profitable

More than 10% normalized operating cash flow (~EBIT) margins. We can make exceptions for subscale software and franchisor assets.

Local

US or Canada (unless franchisors, digital, internet, or software assets). Again, we can make exceptions for exceptional revenue quality.

Cash flowing

$2-$10m of normalized operating cash flows (~EBIT), with at least a 3-year track record of cash flows in this ballpark. (Bigger also works).

Low Growth

Less than 30% topline organic growth. However, if the growth is from inorganic / high ROI reinvestments, then perfect for us.

Cash flowing

$2-$10m of normalized operating cash flows (~EBIT), with at least a 3-year track record of cash flows in this ballpark. (Bigger also works).

Low Growth

Typically less than 30% topline organic growth. However, if the growth is from inorganic / high ROI reinvestments, then perfect for us.

Old

More than 6 years old. We can make exceptions for digital, internet or vertical market software assets with best-in-class retention.

Profitable

More than 10% normalized operating cash flow (~EBIT) margins. We can make exceptions for subscale software and franchisor assets.

Local

US or Canada (unless franchisors, digital, internet, or software assets). Again, we can make exceptions for exceptional revenue quality.

Cash flowing

$2-$10m of normalized operating cash flows (~EBIT), with at least a 3-year track record of cash flows in this ballpark.

Low Growth

Less than 30% topline organic growth. However, if the growth is from inorganic / high ROI reinvestments, then perfect for us.

Old

More than 6 years old. We can make exceptions for digital, internet or software assets with best-in-class retention.​

Profitable

More than 10% normalized operating cash flow (~EBIT) margins. We can make exceptions for subscale software and franchisor assets.

Local

US or Canada (unless franchisors, digital, internet, or software assets). Again, we can make exceptions for exceptional revenue quality.​

WE GET A LOT

OF

QUESTIONS

We get it. Not every day does a goat farm morph into an investment holding company. Hopefully the below helps a bit.

Frequently Asked Questions

We get a lot of questions.
Hopefully this is a little helpful.

FAQs