How We Invest
We bring together the analytical rigor of institutional investing and the agility of a principal-led firm. Our core focus is distressed and special situations: businesses at inflection points, transitions of ownership, and capital structure challenges where complexity creates opportunity for those willing to do the work. We selectively pursue private equity investments alongside this, where we can secure meaningful influence and genuine value creation potential.
We work in a wide range of sectors, from healthcare to software, technology to crypto. When we invest, we are engaged partners, working alongside management teams on strategy, operations, and capital structure to build businesses that last.
The principles that guide every investment.
Deep Diligence
We invest the time to understand businesses at the level of operators, not observers.
Concentrated Focus
Distressed, special situations, and select private equity, in areas where we have developed expertise over many years.
Control Orientation
We favor positions that give us the ability to drive change, not just observe it.