Our Approach

Our approach to creating equity value is to support our management teams in accelerating growth, executing add-on acquisitions and building strong operational capabilities.   Our partners, principals and officers are significant investors in all of our funds.  We are a long-term oriented investor, with an average ownership period in excess of five years.

Our Collaborative Investment Process

We strive to build value and establish trust with all of our management partners and stakeholders throughout our collaborative investment process. We seek to invest primarily in companies with favorable competitive positions and strong prospects for growth using this investment process which has been honed by a cohesive team of senior investment professionals. Aspects of the process include:

Developing an investment thesis and value creation strategy while identifying key opportunities in partnership with management

Determining and translating the investment thesis into defined, actionable steps to build the company while identifying risks

Collaboratively and continually engaging with our management partners to execute the shared vision

We are Partners for Growth

We work closely with management teams of portfolio companies and take an active role in providing strategic and operational guidance through:

Communicating frequently Communicating frequently and transparently with the management teams at quarterly Board meetings and other frequent communication

Maintaining Long Term Financial Commitment Remaining highly supportive of our companies following initial investment, including providing capital for organic growth initiatives, acquisitions and investment in operations

Bringing capital markets expertise Bringing capital markets and mergers and acquisitions expertise to evaluate, structure and facilitate transactions

Utilizing our extensive network Utilizing our extensive network of Sterling resources and contacts to support our management teams with their objectives