Strategic Investment Criteria

Rule One: think strategically.

Whether we’re looking at a prospective investment or working with one, we want to achieve long-term performance driven by well founded strategic initiatives. We’re less concerned about quarter-to-quarter results than cash flow and results over years. We look for companies with multiple assets and a significant operating history, and we look for management that’s willing to change in order to achieve greater results. Outcomes may include business growth, restructuring, management buyout, and merger or acquisition.

Rule Two: stick with what you know.

We practice in specific industries—consumer goods, real estate, light manufacturing, and business services—because we have experience in those industries. We put that experience to work for you and base our compensation on performance.

Rule Three: keep it simple.

We preach what we practice. We want our portfolio companies to invest for future competitiveness. We encourage them to:

• maintain their business focus.
• manage the balance sheet as well as the income statement.
• make strategic acquisitions.
• motivate a wide range of employees by giving them a stake in the business.
• build for the future through prudent capital investment, research and development spending, and new product marketing.