Criteria
Built to last.
Every partnership is unique, based on the needs of the company, its management team, or its operator. When evaluating opportunities, we look for the following.
The colonnades of Memorial Stadium, University of Illinois — dedicated 1924.
Essential Services
Operating company investments
Company Characteristics
- Minimum annual revenue of $10 million
- Minimum annual cash flow of $2 million
- Rapid growth potential
Investment Size & Structure
- $10 million to $50 million target investment
- Majority or minority equity
- Willingness to co-invest with partners
Transaction Types
- Growth equity
- Management-led buy-outs
- Shareholder liquidity
- Ownership transitions
Industry Focus
- Security, fire & life safety
- Safety, training & compliance
- Healthcare services
- Business services
- Software & technology-enabled services
Senior Living
Real estate investments
Strategy
- Ground-up development of IL, AL & MC in Class A markets
- Acquisition of existing AL & MC communities in all markets
Community Types
- Independent living (IL)
- Assisted living (AL)
- Memory care (MC)
Operating Model
- Long-term ownership with permanent capital
- Operators as equity partners, not third-party managers
- Active asset management