We operate in five industries. Within each, we are interested in profitable, durable businesses with strong teams.
We work with software companies and automation businesses serving US customers. We are interested in products that solve a real problem for a defined audience, and in teams that have built something durable rather than something hot.
We work with managed service providers and infrastructure operators. The businesses we are drawn to here have long customer relationships, deep technical depth, and a track record of being relied upon.
We work with healthcare service businesses — clinical practices, patient-facing services, and the operations that support them. We respect the demands of the work and the people who do it.
We work with accounting firms, tax practices, bookkeeping operations, and related professional services. These are relationship-driven businesses built on accuracy and trust. We respect the rigor the work demands and the long arc of client relationships these firms depend on.
We work with digital marketing agencies, performance marketers, content studios, and related services that help US businesses reach their customers. We value measurable outcomes, durable client relationships, and operators who treat marketing as a craft rather than a commodity.