We address the increased demand by institutional and high net worth investors for investments in the Alternative Investments asset class by providing our clients with access to strategic investment vehicles within this class. Our goal is to help our clients diversify their portfolios in a way that maximizes return and minimizes risk.

Just at a time when our country's existence is beset with a natural, cyclical downturn, we are faced with political and social problems that affect our economic lives even further. In this time of increasing pressure on portfolio performance, we see the need for a focused, professional, and experienced institutional effort. The demand for creative investment ideas exists now more than ever. Our experienced research staff is devoted to idea generation that makes our clients money.

We focus our research and attention on small to middle market companies that have escaped the radar of our larger competitors.

Our strategy is very simple. We will achieve superior financial performance through investments in great companies. This means we will partner with companies that have exceptional management teams and proven business models. We believe that management must have both a meaningful equity stake in their companies as well as the freedom to manage the company's daily operations. Our primary contribution is not only to provide capital, but also to assist management teams in the development and execution of strategic plans that drive value creation and are often the precursors to successful exits.

We evaluate potential investments by analyzing the financial performance of the company, the attractiveness of its industry, and its competitive position within that industry.

Working closely with management, our professionals carry out extensive, detailed evaluations of potential investments to identify areas where a company's growth and profits could be enhanced. Growth opportunities include developing new strategies, acquiring related companies, or launching new products.

We have historically been aggressive acquirers in their industry groups and have grown significantly through strategic acquisitions.

Our objective is to identify and invest in well-managed companies that have excellent prospects for growth and capital appreciation. We in fact invest more than money in our portfolio companies; we invest our time and experience to work with their management to assure profitable growth. This often includes identifying synergies among our portfolio companies, resulting in new strategic relationships and business opportunities for them.

Our professionals have many years' experience working with companies to achieve outstanding performance. We seek to increase the probability of achieving attractive investment returns by applying our operational and strategic skills and intellectual capital.

Regardless of the industry, we apply an investment strategy that has been developed over years of equity investing and is grounded on five fundamental principles:

1) Seek and support outstanding management teams/entrepreneurs;

2) Establish strong partnerships with our entrepreneurs built on a shared commitment to success and excellence;

3) Focus on companies that have the ability to become market leaders in rapidly growing or consolidating industries;

4) Invest in proven business models, with companies experiencing positive business momentum; and

5) Target companies to which we can utilize our full resources and bring substantial value.

We also invest in businesses owned or managed by ethnic minorities in high growth industries, such as technology, wireless communications and emerging new media, as well as traditional consumer-oriented high growth industries.

Please click on the links to the left for further information about our services to institutional and individual investors, and our investment philosophy, investment criteria and process.