Principal-Investments-1

DIRECT INVESTMENTS

Drawing on our extensive relationships with family offices, we selectively invest long-term capital into established family-owned operating businesses where we have experience and can build enduring value. In every investment, we respect the culture and independence that made a business successful in the first place.
We partner with talented management teams to transform already successful companies into significantly larger and more competitive businesses. Rather than just write a check, we leverage the collective knowledge and influence of our influential family backers — the same proven capabilities that contributed to the enduring success of their enterprises. We have unrivaled investment flexibility, enabling us to present creative deal structures that accommodate each owner’s needs.
Our investment philosophy is based on patience – creating sustainable value over time, rather than quick, speculative profits. Although we have deep operational experience, we do not take over daily management of our holdings. Instead, we serve as a collaborative partner by supporting management as active board members and by providing supplemental resources, such as financial planning, lender negotiations, mergers and acquisitions, and succession planning. Our alignment of interests provides a strong foundation for sustainable operational and financial performance.