"AT ALL STAGES OF THE BUSINESS LIFE CYCLE WE SEE THE OPPORTUNITY TO DEPLOY OUR SKILL SETS, NETWORKS AND VISION TO DEVELOP A BUSINESS PLATFORM."


Create

WE TARGET

Opportunities in the business planning stage with unique platforms and projects as an ongoing commitment to Develop, Structure & Capitalize. The goal of this stage of our Investment Strategy is to support and incubate select teams and projects that stand out as timely early stage opportunities by delivering capital and domain experience to innovative concepts.

Build

WE INTEGRATE

And combine ventures that equal a greater sum of the parts. Consolidation and growing an enterprise define this stage of our Investment Strategy. Collaborate with business owners to enhance their offering and support Business Development. Contribute to operations, expansion capital and targeted acquisition. Build relationships and support growth.

Adapt

WE REBUILD, RECAPITALIZE and REORGANIZE

Finding mispriced opportunities, identifying distressed acquisitions and reallocating resources define this stage of our Investment Strategy. Adapt to challenges in a sector and refocus a business plan. Continual Resource Investment and responsive to change.

"We are a PRIVATE MERCHANT BANKING FIRM that is FOCUSED on IDENTIFYING and EXECUTING on EXCEPTIONAL BUSINESS OPPORTUNITIES in ENERGY, INFRASTRUCTURE and TECHNOLOGY"


FORMULA FOR SUCCESS

Our FormulaWE WANT TO INVEST OUR RESOURCES IN PEOPLE, PROJECTS and BUSINESSES THAT….

Define excellence in their Assessment, Preparation, and Execution of a specific market opportunity.

Have a high degree of scalability in concept through organic sales growth, expansion and/or consolidation.

Have a unique competitive advantage in their field or areas of application.

Have opportunities to develop and capture the vertical components that support and supply their business.

Have a path to profitability and a substantial return potential for all stakeholders.

"A methodical attention to detail. We seek businesses that exemplify “Best In Class”, and exceptional opportunities in the current business environment. Process, Protocols and Methodology is the key to success,..."


Our Process

1

FIND, FUND AND STRUCTURE ESI (EARLY STAGE INVESTMENTS) and RRR (Recaps, Rebuilds, Reorganizations)… Our Process

2

ESTABLISH A HIGH DEGREE OF OWNERSHIP & OPERATORSHIP…

3

PARTNER WITH THE BEST MANAGERS, ADVISORS and SERVICE PROVIDERS…

4

COMMIT TO GROWTH, CONTINUAL INVESTMENT AND BUSINESS DEVELOPMENT

5

SEEK STAGED LIQUIDITY IN OUR STABLE OF ENTERPRISES

6

PRUDENTLY REINVEST OUR CAPITAL AND CONTINUALLY SEEK OUT UNIQUELY BRANDED OPPORTUNITIES