$3B+ Transacted0% Realized Loss Rate15+ Closed MandatesNew YorkMiamiManagement AdvisoryPrivate AcquisitionsPrincipal-Led$3B+ Transacted0% Realized Loss Rate15+ Closed MandatesNew YorkMiamiManagement AdvisoryPrivate AcquisitionsPrincipal-Led
Acquisitions · Principal Investing

Patient capital.
Long-hold intent.

We acquire businesses and real assets where our operational background gives us an underwriting advantage. We invest principal capital alongside a small group of aligned co-investors.

01 — Investment Thesis

We buy what
we understand.

We only acquire businesses and assets we understand well enough to operate. That filters out most opportunities — and sharpens what remains. When we move forward, it is because we have conviction on the asset, the market, and our ability to improve outcomes over a real hold period.

We are not building a fund. We are building a portfolio of assets we would be comfortable owning indefinitely. That orientation shapes everything: how we underwrite, how we structure, and when we pass.

02 — What We Acquire

Two verticals.
One underwriting standard.

I
Real Estate
Multifamily & Commercial

Multifamily and transitional commercial assets in primary and secondary markets. We move early — often before a formal process exists. Off-market sourcing through an active network of operators, lenders, and capital advisors is our primary channel.

MultifamilyMixed-UseValue-AddOff-Market
II
Businesses
Lower-Middle Market

Founder-owned and corporate carve-out businesses with real cash flow, a defensible market position, and a management team worth backing. We lead with people. The sector follows. We lean toward services, industrial, and specialty.

Founder-LedCash FlowingServicesIndustrial
03 — Deal Criteria

What we
look for.

Real estate: $5M to $75M equity check. Value-add and transitional assets. Primary and secondary metros with liquidity. Off-market preferred.

Business acquisitions: $2M to $20M EBITDA. Founder-owned or corporate carve-out. Strong recurring revenue and a defensible position. Geography flexible.

Co-investment: We selectively partner alongside operators and GPs we know, where we can add more than a check — deal sourcing, operational insight, or network access.