Investment Approach

Investment Philosophy

We pursue off-market proprietary deals using disciplined analytics and relationships to target companies with multiple, actionable pathways to unlock value. Our systematic sourcing process begins with comprehensive sector mapping and data-driven target identification, followed by proactive outreach to assess strategic fit and value creation opportunities.

Before committing capital, we partner closely with management to architect a detailed value-creation blueprint. This pre-investment diligence ensures alignment on initiatives that accelerate cash flow, de-risk execution, and position the business for sustained outperformance. Our goal is not just to invest, but to engineer measurable upside—aligning outcomes with investor returns.

Investment Criteria

We look for companies with a proven operating history and EBITDA between $2 – 10 million. The following criteria is used to select investment opportunities:

Industry leading management team with aligned incentives
Deep, addressable and rapidly accelerating market
Defensible market position in high growth verticals
Deeply rooted customer relationships
High value to cost proposition
High capital efficiency as measured by ROIC

4-D Investing

We have developed a proprietary investment methodology that we call, 4-D Investing. We apply quantitative methods alongside our insights to determine the 4-Ds. The fundamental components of 4-D Investing are:

Drivers of growth – market & top line
Differentiated moat – durable competitive advantage
Demonstrated management success – betting on the jockey
Discount to intrinsic value – margin of safety
By rigorously following our investment process, we ensure every opportunity is stress-tested against our core criteria: alignment with management on pre-mapped value-creation levers, a clear roadmap for operational transformation, and a margin of safety that protects capital while maximizing upside. This disciplined framework creates repeatable results—minimizing execution risk and accelerating sustainable value realization.