A Disciplined Approach To Investing

The right strategic fit is important. We are committed to pursuing investments that are aligned with our collective experiences and evaluate opportunities on the following criteria:

  • Geography—Companies headquartered in the Western United States and the two Western Canadian Provinces.
  • Size—Companies with greater than $50 million in revenue, requiring a minimum equity investment of $15 million.
  • Industry—consistent with our experience, we invest in companies within traditional industries.

With a disciplined approach, we invest in healthy organizations as well as those with revenue, operational or management challenges. Our goal is to develop a portfolio company’s full potential by assessing its unique strengths and weaknesses, creating a strategic roadmap and partnering with management teams to implement key initiatives and drive results. After executing the initial plan, we stand by our portfolio companies and continually look for ways to add value and drive growth.