A boutique investment banking firm focused on acquiring, syndicating and managing private equity investments.

OUR PHILOSOPHY

Our focus is protecting the downside while investing in businesses with inherent upside.

OUR GOALS

1

Invest in stable cash flowing companies in easy to understand industries.

2

Focus on preserving investor equity while generating regular quarterly cash distributions.

3

Acquire and operate companies with industry leading management.

4

Participate side by side with investors.

PODS

Moving & Storage Franchises

First invested in 2005, now largest franchisee in the country with approximately $30 million in annual revenue.

BUDDY’S

Home Furnishings

Our first acquisition of rent to own locations in 2012. We now own and operate 50 locations across Pennsylvania, Texas, Arizona, and Washington. With $34MM in revenue we were the 2016 and 2017 Buddy’s Home Furnishings franchisee of the year.

Other Investments

Commercial Warehouse & Funeral Homes

Also investing in commercial warehouse (400,000+ SF owned), funeral homes, and other cash flow generating opportunities on a case by case basis.

Managing Partner
Managing Partner

Please contact us for more information.