Holdings
Assets held with intention.
We do not publish a comprehensive list of our holdings. What follows is a representative overview of the asset classes and sectors in which we maintain positions.
Real Estate
Commercial & Industrial Property
We hold a portfolio of commercial and industrial properties across select markets. Our focus is on assets with durable income characteristics — long-term tenants, essential-use facilities, and locations with structural demand. We do not develop. We acquire and hold.
Focus
Commercial, industrial, mixed-use
Strategy
Acquire and hold. No development.
Horizon
Indefinite
Operating Companies
Private Business Ownership
We acquire controlling stakes in private businesses with established cash flows, defensible market positions, and management teams committed to long-term stewardship. We are not operators — we are owners. We provide capital stability and strategic patience.
Stake
Controlling or majority
Sectors
Services, manufacturing, distribution
Involvement
Capital partner, not operator
Strategic Investments
Minority Positions
In select circumstances we take minority positions in businesses where we have high conviction in the management team and the long-term trajectory of the enterprise. These are not passive financial investments — we engage as a thoughtful, long-term partner.
Stake
Minority, high-conviction
Criteria
Exceptional management, durable moat
Role
Active partner, not passive investor
Acquisition Criteria
What we look for.
Established cash flows with a track record of at least five years
Defensible competitive position in a stable or growing market
Management teams aligned with long-term ownership
Transaction values typically between $5M and $100M
No turnarounds, no distressed situations, no venture-stage businesses
Considering a transaction?
If your business or asset meets our criteria and you are exploring a transition, we are willing to have a conversation.