Investing Criteria

We invest in successful businesses in industrial and other sectors that serve professional and other demanding technical customers. We are especially attracted to investment partnerships where our operational focus, expertise and executive network can assist management to accelerate growth.

We have deep experience partnering with management teams, families, and founders to achieve their objectives from continued growth to business transition. We have accumulated a set of experiences, tools and relationships that make us a helpful partner and investor. We believe that growth is a process and a team sport and we are a hands-on resource to help management expand, grow and further professionalize their business.

Since we are growth oriented, we seek to avoid excess financial leverage to ensure our investments can capitalize on growth plans and opportunities.

Industry Focus

We invest in companies within five core sectors, offering deep domain experience and demonstrated success across business services, consumer, financial services, manufacturing, and technology industries.

Growth Stage Focus

We partner with profitable, growing companies with an identified opportunity to grow organically and/or through additional acquisitions.

Investment Size

Our investments range with businesses generally valued between $1 million - $10 million.

Investment Period

We are a long-term, growth investor looking to build value over time. We aim for a holding period averaging 5 years.

Leverage

We use leverage judiciously and, when needed, offer flexibility in capital structures through access to Pilchucks's captive subordinated debt.