Acquire
Control or significant-influence positions in established companies with real customers and positive economics today, in any industry where our operating, technology and strategy experience gives us a clear way to add value.
What we look forA sound business with a clear gap in operations, technology, pricing, distribution or strategy that we can close
Operate
We work alongside owners, boards and sponsors when strategy, operations, technology, capital allocation or M&A can materially change where a company goes. We take executive and board-level roles where the fit is right.
EngagementsExecutive leadership, board and advisory, transformation and M&A
Build
We found and back companies where software meets physical infrastructure: buildings, energy and the systems that run them. Envoy came from here.
CurrentBuilding intelligence, AI operating software and a connected consumer concept
Real assets
Development and income property where the downside is protected and there's more than one way to create value. We partner with institutional capital and keep a principal's stake.
CurrentGround-up student housing next to a major Texas university, with an institutional partner. Manufactured housing communities in Florida.