We believe that successful investing in lower-middle market companies requires expertise and not just capital.  We put our time to work in addition to our money, and we look to form lasting partnerships with management teams.

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While not a requirement, we have a preference for investments that have the potential to last a long time – i.e. more than 10 years.  Unlike a traditional private equity fund, our Roundtable fund has no termination date.  We do not seek to “flip” our portfolio investments every 3 to 5 years.  All other things being equal, we would rather invest in 3 companies for 15 years than 15 companies for 3 years.  In this way we can be better partners for management teams and existing owners.

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​We put our own money to work, and we look for partners who do the same, reflecting our belief that “skin in the game” makes for better alignment of interests.