Investment Portfolio

 A residential roofing services platform built on a foundation of quality and customer trust. Led by an independent sponsor, the company is expanding its footprint as a leading multi-state operator.

A committed capital vehicle building a platform of functional wellness clinics. Led by a recent Stanford GSB graduate, the company aims to improve patient outcomes through an integrated health model.

A traditional search fund led by an experienced ex-McKinsey consultant and Harvard Business School graduate, seeking to acquire and lead a single great business in Canada.

A leading provider of engineered wastewater treatment solutions for industrial facilities. Spectrum's services help clients in the Gulf Coast region maintain environmental compliance and operational efficiency.

A traditional search fund led by a recent Harvard Business School graduate, focused on the acquisition and management of one great company.

A committed capital vehicle led by a team of Stanford GSB graduate and his partner, aiming to build a leading platform in water and wastewater services by acquiring and growing exceptional companies for the long-term.

A premier, full-service landscaping company serving the affluent Wood River Valley communities of Sun Valley and Ketchum. For over 30 years, ASL has provided high-end landscape design, installation, maintenance, and snow removal services.

A consolidation platform focused on the youth enrichment sector. Led by two recent Harvard Business School graduates, the company is acquiring and growing high-quality local businesses that provide extracurricular development for children.

A veterinarian-founded and operated partnership that acquires and supports veterinary practices. AVP's model offers clinic owners the benefits of a larger group while preserving their clinical autonomy and local legacy.