Our Strategy

We seek durable cash flows, pricing power, and clear levers for value creation. Our diligence maps the value chain, pressure‑tests downside scenarios, and identifies practical levers to expand margins and cash conversion.

What We Look For

• Niche leadership with barriers to entry and recurring demand
• Healthy unit economics and strong cash conversion
• Operational complexity where our toolkit creates tangible value
• Succession or carve‑out opportunities with governance improvement

How We Work

1. Map the value chain and quantify price vs. cost vs. mix.
2. Align incentives through governance, KPIs, and equity.
3. Execute 100‑day plans with weekly rhythm and dashboards.
4. Hold for value—exit when strategic objectives are met, not by calendar.

“We back resilient businesses and build with discipline—one turn of the flywheel at a time.”