Our Approach
We think of our job as doing everything in our power to enhance the entrepreneurs’ likelihood of success.
Sand Box Analogy
Searchers and investors live together in what we call the “search sandbox.” Each searcher is attempting to build their own unique sandcastle. If an investor steals a shovel, they will get kicked out.
If an investor is not constantly adding value to the building of each sandcastle, they will not be invited the next time we all get together.
The compounding of this sandbox environment over time creates an extremely unique ecosystem full of collaboration, alignment and success.
- Passionate and ambitious searchers
- Demonstrated ability to listen, lead
and sell - Strong investment acumen and
business judgment - Strong believers in personal fit (both ways)
- Customized approach as each search is unique
- Searcher-centric approach constantly challenging searchers to solve for themselves
- Sounding board for searchers at all hours
and stages - True partner throughout diligence and
operating phases - Thoughtful, no ego, approach to
board composition
We look for companies that provide a compelling customer value proposition. Signposts include high levels of revenue visibility, high returns on capital and annuity-like cash flows.
These attributes coupled with low levels of churn, help ensure each new customer adds an annuity layer to the existing revenue base, thus producing a long-term compounding cash flow stream.