Our Thesis

Give America's engine the fuel it deserves

The United States has experienced substantial economic expansion over multiple decades, with large-cap indices reflecting this growth, particularly through the notable outperformance of the technology sector. However, the lower middle market and main street businesses have remained comparatively underappreciated. Private enterprises with fewer than 100 employees constitute over 32% of private sector payrolls, playing a crucial role not only in job creation but also in driving innovation and fulfilling critical functions within the economic infrastructure. These exemplary businesses are the product of entrepreneurial tenacity and ingenuity.

A significant opportunity exists to invest in these often overlooked companies and forge strategic partnerships to integrate cutting-edge technological advancements. Such integrations may range from streamlining payment processes to implementing sophisticated artificial intelligence solutions for top-of-funnel sales optimization. Our firm provides both the necessary capital and hands-on technological expertise to facilitate growth and ensure the enduring legacy of our portfolio companies.