San Antonio  ·  DC  ·  Mexico

Patient capital for sponsor-led buyouts. From a family office built by operators.

We co-invest alongside Independent Sponsors and PE deal-by-deal professionals across the U.S. lower middle market.

What we look for

Sponsor-led change of control of profitable lower middle-market companies.

Recurring revenue and cash flow

Predictable through the cycle.

Subscription, contract, or repeat-customer revenue with cash flow we can underwrite.

Customer lock-in

Customer's cost of leaving.

Contractual commitments, integration depth, and real cost to switch.

Mission-critical position

Customer's cost of failure.

Operations depend on it. Failure has direct, measurable consequences for the customer.

Defensibility

Competitor's cost of entry.

Service tail, accumulated IP, regulated standing, or installed base.

Not a fit: distressed, turnarounds, pre-revenue, real estate, restaurants, retail roll-ups, non-U.S.

What we bring to the sponsor
An operator lens on diligence, shaped by three generations of running businesses.
A working operator network across multiple industries, useful for hires, customer introductions, and pattern matching across cycles.
Sponsors we've backed will speak to how we behave across a hold.
Investment criteria
PartnersIndependent Sponsor  ·  PE deal-by-deal
Investment size$3M–$5M
Company EBITDA$3M+
Hold4–6 years
GeographyUnited States
StrategySponsor-led change of control
RoleEquity co-investor
Activity2–4 sponsor-led deals per year

First read on the CIM within one week. Yes or no, with reasoning.