Investment Criteria

Investment Criteria

Direct Investments

We have a bottom-up long-term philosophy to investing and tend to be opportunistic in our approach to implementing our investment strategy. Our focus is on direct investments in companies in the fields of insurance and financial services (B2B), but we also target traditional companies in niche markets and succession solutions (excluding real estate).:

Investment Criteria

We primarily seek to partner with management teams and make investments in growth-focused businesses with an established track record of success. Utilizing a generalist investment strategy, we have a particular interest in situations with the following characteristics:

Our sweet spot

We are a family office focused on acquiring great companies to hold for the long term. We focus on retaining all employees and protecting customer, supplier and community relationships.:

We avoid early-stage, exploration, rapid growth, turnaround, technology, life sciences, and real estate development-related opportunities.

Public Markets

Our team employs a long-term, bottom-up, value-oriented approach to identify opportunities and steer our assets through rising and falling markets and shifting economic conditions.