Private EquitySector Focus

Our Business & Consumer Services team looks to invest in high-quality businesses with differentiated offerings, strong customer appeal, and attractive growth opportunities. Our most successful partnerships have been with management teams who are committed to values, to culture, and to long-term sustainable growth. We seek to invest in innovative companies that leverage a combination of product design, technology, data & analytics, and channel strategy to serve their customers exceptionally well. We focus on businesses with effective leadership teams, strong reputations, unique market positions, recurring and durable demand, market tailwinds and growth opportunities with scale benefits. Our priority sectors include: commercial and residential services, distribution, financial services & wealth management, and multi-unit retail services.

Our Healthcare team has deep expertise investing in services businesses across the provider, payer, and pharmaceutical end-markets. Our goal is to help scale growing healthcare companies into enduring enterprises that make a difference by delivering meaningful value to key constituencies in the ecosystem and that ultimately improve the quality of patient care, lower system costs, expand access, and/or leverage advanced data and analytics. We are long-term healthcare investors committed to supporting our management team partners. We recognize the need to invest in the infrastructure to support long-term growth objectives, and we leverage our deep network of healthcare executives along with in-house industry/functional experts to support key initiatives. We have decades of experience helping entrepreneurs and management teams accelerate growth, expand into new markets, introduce new products, execute on accretive M&A, and scale profitably.

Our Industrials team focuses on investing in high quality, growth-oriented companies benefiting from enduring tailwinds with an ability to grow through market cycles. These companies should have the potential to outgrow their end-markets, including by leveraging innovative technologies and favorable market positions. We seek businesses that operate in attractively structured industries and that exhibit sustainable differentiation, compelling economic models, recurring demand profiles and limited cyclicality. Our team focuses on a variety of subsectors including aerospace and defense, engineered products and systems, industrial services, and industrial technology and automation. Across subsectors we pursue investments that benefit from lasting tailwinds, such as energy transition, growing power needs, demand for electrification, factory and warehouse automation, material substitution, environmental management, and an increasing focus on safety and compliance.

Our Technology & Communications team has a multidecade track record of partnering with stellar management teams who lead growing businesses in the software, tech-enabled services, and communications sectors. Themes which underpin our investment activity include the rise of generative AI, continued software adoption trends in underpenetrated sectors, the ongoing shift to cloud and SaaS, increasing technology ecosystem complexity, and growing demand for data centers and data transport capacity. Our areas of focus include vertical software, horizontal and infrastructure software, data & analytics, IT services, data centers, and broadband. Our past investments have spanned majority acquisitions, growth equity, and joint ventures, and we have a long history of supporting entrepreneurs and management teams to accelerate growth while scaling profitably.