TECH-ENABLED BUSINESSES
Companies utilizing technology to enhance the customer experience and drive operational efficiency
We Partner with Companies to Accelerate Growth
Focused On
HEALTHCARE
Healthcare technology, services or diagnostics that improve quality of care and provide better value
SOFTWARE
Vertical or horizontal solutions for enterprise or small and medium-sized business customers
INVESTMENT SIZE:
$30-100+ million
GROWTH TARGET:
Track record of capital efficient growth
SITUATION:
Majority and minority
LOCATION:
Global, with a focus on North America
Our thesis-driven, proactive sourcing strategy seeks to identify growth investment opportunities, offering a solution-oriented flexible capital approach aimed at meeting stakeholder objectives.
01
Thematic
We are thematic investors who actively research industry and consumer trends to identify companies that benefit from these trends. We invest in technology-enabled and software companies across the following industries: consumer, distribution, education, financial services, healthcare, industrials, media and travel & leisure.
02
Flexible Capital
We work alongside management and existing shareholders to develop an investment structure that achieves their objectives and best positions the company for growth. We invest as both minority and majority investors across a range of transaction types.
03
Customer-Centric
We partner with entrepreneurs who are committed to delivering compelling value to their customers. We bring significant experience as investors and operators and an analytical approach to accelerate growth of our partner companies.
04
Data-Driven
We employ a data-driven process to evaluate and partner with companies focused on understanding the unlevered rate of return on customer acquisition spend (“Customer IRR”) and work in partnership to optimize their Customer IRR profile.