CRITERIA

What We Look For

We invest in established middle-market businesses across North America, primarily through control or significant-influence investments.

OUR FOCUS

The Halo Fit

Sectors

Industrials, technology and related services. 

Companies

Established middle market businesses that are fundamentally sound, with exceptional upside that we can help unlock.

Situations

Family and founder owned businesses, second time institutional ownership, corporate carve-outs and similarly complex situations. Businesses that become more valuable with scale, capital or a simpler setup. We embrace complexity other investors ignore.

Ownership

Control, or a significant stake with real influence.

Geography

North America.

DEEP EXPERIENCE

The Sectors We Know

We have spent our careers investing in and working with businesses across these industries.

Industrials &
Services

Manufacturing & Engineered Components
Critical Infrastructure
Distribution
Aftermarket Services
Logistics

Technology &
Services

Data & Analytics
Managed Services
Vertical Software