Industries

We invest in market-leading companies with strong prospects for organic and M&A-driven growth with key specialization in businesses that have highly technical labor forces and provide services.  Our investments consist of leaders in their respective sectors that leverage go-to-market expertise, operational excellence, and technology, to grow in excess of their respective markets.  We have invested in and are actively seeking investments in the following sectors:

• Cybersecurity Services
• Home Services
• Insurance Services
• Managed IT Services
• Professional Services
• NextGen Technology Services
• Tech-Enabled Services

We invest across a broad range of consumer products and service companies that benefit from increased focus on health, wellness, and functionality. We focus on brands and businesses that are market leaders in their category, deliver differentiated offerings to their consumers, and earn a high degree of loyalty at scale. Our partnership approach is designed to work with management teams to build lasting value in a dynamic landscape of consumer preferences.  We have invested in and are actively seeking investments in the following sectors:

• Beauty & Personal Care
• Consumer Health & Wellness
• Pet Health & Wellness
• Better-for-You Food & Beverage
• Active Enthusiast Brands

We invest across a broad range of healthcare and healthcare-related fields, including provider services, and outsourced services to payors, hospitals, and other parts of the healthcare delivery system. We prioritize those companies that best capitalize on the industry’s key secular trends, including an aging population, the intensifying focus on cost containment, and the consumerization of services. Our investments consist of leaders in their respective sectors who deliver or facilitate high quality clinical care. We have invested in and are actively seeking investments in the following sectors:

• Behavioral Health
• Healthcare IT
• Multisite Healthcare Services
• Outsourced Hospital Services
• Payor Services
• Specialty Pharma Distribution & Infusion

We invest across a number of sectors of the industrial economy which benefit from secular, above-market growth drivers. We focus on businesses that offer mission-critical products and that deliver outsized value to customers. Our investments consist of leaders in their respective sectors that combine technology, operational excellence, and best-in-class commercial execution to grow in excess of their markets. We have invested in and are actively seeking investments in the following sectors:

• Food Processing & Agribusiness
• Industrials Technologies
• Infrastructure & Utility Products
• Materials, Chemicals, Packaging
• Transportation & Logistics
• Value-Added Distribution

We invest in software companies that are market leaders within their respective industry segments. Our primary targets are business-to-business (B2B) application software companies with strong retention, growth, and sustainable differentiation. We look for opportunities to help drive recurring revenue growth together with management. We have invested in and are actively seeking investments in the following sectors:

• Financial Services & Office of the CFO
• Supply Chain, Transportation, & Logistics
• Education & Training
• Field Service Management
• Governance, Risk & Compliance
• Human Capital Management
• Architecture, Construction & Engineering
• Consumer & E-commerce
• Hospitality
• Industrial & Manufacturing
• Real Estate