Private Equity

We are disciplined middle market investors, applying selective criteria to access top-performing private equity sponsors and equity co-investments. Our investment philosophy combines rigorous analytical discipline with a deep commitment to building enduring relationships. We partner selectively with sponsors who share our long-term perspective, enabling consistent, risk-adjusted returns through collaboration and insight.

With $1.5bn committed across four funds since 2016 and increasing participation from external investors, we have developed an institutionalized investment model, blending relationship depth with repeatable underwriting and risk management discipline.

Our strategy balances primary fund investments with direct co-investments, creating a portfolio that combines diversification with high-conviction positions:

$1.5B

Committed Capital

85%

Internal Capital Commitment

70:30

Primaries: Co-investments

50+

Co-investments

Our Investment Approach

Consistent Strategy

We invest in middle market private equity funds with sector specialization in services, industrials, healthcare, and technology. Our focus is on managers with well-defined, repeatable strategies that drive growth through active ownership and hands-on operational improvement at the portfolio company level. While the majority of our capital is allocated to the US, we selectively invest in Europe. Co-investments represent our highest conviction views—targeting compelling, hard-to access opportunities alongside our trusted managers.

Middle market private equity investors

Sector focus across Services, Industrials, Healthcare and Technology

Consistent investment approach across multiple funds

Extraordinary alignment through significant internal capital commitment

Investing in asset-light, recession-resilient services businesses with non-discretionary spend dynamics and strong recurring demand.

Investing in enterprise software companies with highly recurring revenue models and strong customer retention.

Backing businesses that enhance quality of care while driving operational efficiencies across the system.

Investing in businesses with high intellectual property, mission-critical offerings, and defensible market positions.

Representative Co-investments

AMS Fulfillment is a provider of a full suite of fulfillment and distribution services, focused on serving branded consumer products customers selling into retail, wholesale, and direct-to consumer channels.

Granicus is a leading end-to-end provider of citizen engagement and workflow SaaS solutions for federal, state, and local governments across the US.

IFS is a global leader in cloud-based enterprise resource planning (ERP) software, specializing in asset-heavy industries, with a history of expanding its portfolio through strategic acquisitions.

Ocean Technologies Group is a global provider of maritime learning and operational technologies, offering solutions that enhance safety, efficiency, and crew performance across the shipping industry.

ProMax Fence Systems is the largest commercial fencing contractor in Pennsylvania, providing installation, repair and maintenance services for predominantly non-residential fencing and access control systems.

Service
Champions is a roll-up platform for home maintenance, repair and replacement services specializing in heating, ventilation, air conditioning (HVAC), plumbing, and electrical services.

TSS is one of the leading providers of testing, inspection, certification, and calibration services to customers in the pharmaceutical, biotechnology, healthcare, and other life sciences end markets.

Unither is a large contract development and manufacturing organization specializing in unit dose packaging, preservative-free multidose, pharmaceutical bottles, sprays, tablets, tubes, suppositories and pessaries, with manufacturing facilities in 3 continents.