Based in Nashville, TN we apply a value investing, lifelong learning, and people-focused approach to deploying capital.
Private Equity
- Long-Term Focus: Our goal is to hold a company forever.
- Strong Cash Flow: We look for companies with over $1 million in cash flow and greater than 10% margins.
- Minimal debt: We want to complete our deals with as little debt as possible.
Public Equity Value Investing
- Long-Term Investors: We apply our Private Equity long-term perspective
- Fundamental Research: We use a bottom-up value investing process that is company-specific.
- Discount to Long-Term Value: Companies trading at or below 80% of Price/Value.
Investment Criteria
- Valuation: A conservative valuation we feel confident in
- Robust Business Model: Ability to retain customers and compete in their industry.
- Quality People: Great leadership teams and cultures make excellent investment partners.
- Shareholder Orientation: Alignment of interests is critical in any investment.
- Financial Strength: Quality cash flows with good balance sheets.
- Environmental & Social Impact: Positive performance on Environmental & Social issues.
- Quality of Earnings: Ability to trust the financials we receive.