Investing in People.
It’s What We Do.
Because real relationships lead to extraordinary returns.
We don’t invest in businesses until we invest in the people behind them.
Every person, every investment and every journey is unique. That’s why we start by getting to know you, your business, your hopes and your dreams. We share what inspires us and how we hope to empower your goals. And together, we discover the guide posts you need to plan where you want you to go next.
We plan the journey to achieve peak performance.
You’ve built something special. So we use our experience to map out a course to help your business reach its peak potential. We help guide the business toward new summits with proven operating processes, great people and market strategies – with the expertise and capital you need to grow and sustain your vision.
Your legacy and your people are as important to us as they are to you.
You’re invested in the business you’ve created and in the people who have helped you get to where you are. And we invest in you. That’s why we preserve your dreams for your company while taking it to even greater heights. Our intent? To be trusted stewards of your legacy, people and business – now and in the future. We are in this for the long haul, with no pre-determined timelines or constraints.
Legacy
Your business is doing something special. We protect and uphold that legacy.
People
Your business is great because it’s backed by great people. We put people before profit every time.
Business
You built a values-inspired business. We deliver values-inspired stewardship.
Relationships that turn into partnerships
Our investment criteria
Investment types
Recapitalization
Family succession
Full buyout
Growth equity
Management buyouts
Corporate divestitures
Areas of focus
Light / specialty manufacturing
Value added Distribution
Consumer products
Food and beverage
Service businesses
Geography
We are geographically flexible, though most of our partnerships grow organically in the Rocky Mountain region.
Ownership
Prefer control investments
Select minority investments
Company size
EBITDA up to $4 million.
