OUR INVESTMENT APPROACH
We make control equity investments in enterprise software, digital infrastructure, and tech-enabled services companies with enterprise values between $20 and $150 million. The investable universe that is IT is large, and growing every day: we research and map the many subsectors of our industry, and then focus our energies on sectors with exceptional opportunities, where our particular style will have maximum impact. We take the time to visit and get to know as many companies as possible in a target subsector, and that first-hand experience allows us to see emerging patterns, develop conviction and source compelling, on-strategy opportunities through up and down markets.
Our proven set of disciplines and processes, refined over more than 25 years of successful investing, provide a framework for both identifying a potential investment, and defining a path to success. We start by backing motivated and aligned management teams, then we put our team, our expertise and network to work. Our approach is a constant, but every company has unique requirements. We craft a strategy specific to each company that we partner with, one that drives long-term value by making a meaningful impact. A business that stands out against its peer group, in operations, product offerings, and customer experience, is our goal.