A clear mandate, applied with judgment.
We publish our criteria so owners and intermediaries can qualify themselves before the first call. If your business fits, we want to hear from you.
The mandate at a glance
- Firm type
- Independent investment sponsor and strategic investment platform focused on direct and transaction-specific opportunities.
- Sectors
- Real estate; established corporate entities; diversity- and inclusion-driven businesses; creator-led brands and media.
- Geography
- Headquartered in Atlanta, Georgia. Southeast-first; opportunistic across the United States.
- Company stage
- Primarily established, revenue-generating companies. Select earlier-stage opportunities are considered where there is demonstrated demand, defensible intellectual property, credible leadership, and a clear path to institutional readiness.
- Financial profile
- Recurring or durable revenue, positive operating performance or a credible near-term path to profitability, clean financial records, and identifiable opportunities for scalable growth.
- Investment size
- Determined by the opportunity, capitalization requirements, and the participation of our capital partners. Direct investments and transaction-specific co-investments are both considered.
- Structures
- Majority and significant minority equity investments, growth capital, recapitalizations, strategic joint ventures, and transaction-specific co-investments.
- Holding period
- Long-term and value-driven, not an artificial exit deadline. Holding periods are determined by the needs of the business, the investment thesis, and market conditions.
What makes an opportunity attractive
A real reason customers stay
Recurring demand, durable trust, or a defensible position, not a moment of hype.
An operator worth backing
Honest, competent leadership that intends to stay in the fight, or a clear succession plan.
Room for our work to matter
Businesses where discipline, capital, and relationships change the trajectory, not just the cap table.
Clean or cleanable books
We can work with imperfect records, but not with opaque ones.
Aligned expectations
Owners who understand what partnership means and want it.
A path to compounding
Cash flows or asset value that can grow without heroic assumptions.
Outside the mandate
To save everyone time, we generally do not pursue:
- Pre-revenue concepts or ideas seeking seed capital
- Businesses whose economics depend entirely on a single platform's algorithm
- Turnarounds requiring distressed-debt expertise we don't claim to have
- Anything requiring us to compromise on transparency or governance
- Opportunities that depend principally on speculation or lack reliable financial records
- Situations with unresolved legal or regulatory issues, or capital needs without a credible operating and deployment plan
Focus areas
- Real Estate: Equity positions in income-producing and value-add real estate: residential, commercial, and mixed-use.
- Corporate Entities: Investments in established operating companies with durable revenue, capable management, and room to professionalize and grow.
- Diversity & Inclusion: Capital and partnership for underrepresented founders and inclusive businesses: an economic thesis, not a checkbox.
- Creator Economy & Media: Creator-led brands, media properties, and digital intellectual property with durable audiences and real enterprise economics.
Does your business fit the mandate?
Send the basics: sector, revenue band, and what you're looking for. You'll get a straight answer.