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OUR FAMILY OFFICE LEVERAGES OUR
HUMAN CAPITAL, DOMAIN EXPERTISE, AND INDUSTRY NETWORKS
TO SUPPORT OUR PARTNER COMPANIES ACROSS THE INVESTMENT CYCLE
IN SECTORS WHERE WE CAN DRIVE SIZABLE IMPACT

OUR TARGET INVESTMENT CRITERIA

  • Our primary areas of focus are technology and technology-enabled businesses in healthcare and education​

  • We believe strongly in incentive alignment and seek to partner with management teams in minority or majority transactions, with a high degree of flexibility in specific transaction structure

  • We invest up to $20M in equity capital per transaction

OUR VALUE ADD

Investment execution

  • Flexible capital

  • Tax-efficient transaction structuring

  • Long-term investment
    horizon

Strategy and Operations

  • Domain expertise

  • Business planning and strategic positioning

  • Support of organic growth and
    acquisitions

Exit Planning and Liquidity

  • Focus on key drivers that maximize value

  • Relationships with likely acquirers

  • Planning of exit and liquidity process

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