WE think long term
The values that guide our
decision making have
been critical to our success.
target sectors for new opportunities
We seek established middle market companies with strong market positions and/or historical financial performance. We rely primarily on these two factors in our initial screening process; however, we will invest in distressed organizations with the potential to overcome challenges.

We look for target companies throughout North America across a broad range of industries including manufacturing, business services, medical and healthcare, aviation services, consumer products, and value-added distribution.

Like our corporate private equity investments, we partner with exceptional managers in our real estate private equity business. Our partnership with Carnegie Companies is just such a relationship. We invest in diversified real estate sectors, including: retail, multi-family, office, and industrial. While we focus in retail, we are opportunistic with our real estate investments of all types nationwide.

what you can expect from us:

  • Prompt response to the inquiries of owners and intermediaries
  • Strict confidentiality during and after our review of potential acquisitions
  • Creative structuring of acquisition transactions to address special seller needs
  • Timely payment of intermediary fees and expenses
  • Continued management or advisory roles for selling shareholders, if desired
  • The financial ability to pay full, fair prices for attractive companies
We operate a diverse collection of successful businesses in a variety of industries.

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Contact us for more information or to begin a conversation about how we might work together.

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