Investment Strategy
Established, small middle-market companies
Businesses in which we have past experience
Partner with owner/managers
Lead control equity investments
Create equity value from operating leverage and earnings growth
Draw upon Advisory Partnership Executives’ experience and expertise
Investing in businesses for the medium-term with established return on invested capital goals
Offer non-control equity co-investments to Limited Partners, lenders and other third parties
Southern California emphasis

Investment Priorities
Growth potential balanced with prudent risk management
Partner with existing, high-quality management team
Supportive demographic or other secular trends
Creating capital gains over the medium-term