Opportunity portfolio
Every company here
passed the same test.
These are businesses we're invested in, actively advising, or bringing to our circle — helping them find the right capital, scale properly, or prepare for what's next. If it's on this page, we'd talk about it at dinner without checking our notes.
Summaries only. Financial details, materials, and introductions are shared directly with friends of the firm. Want in?
Precision Components Manufacturer
A 30-year-old machine shop that quietly became the sole qualified supplier for parts nobody else wants to make. Boring on the surface, a moat underneath.
Home Services Platform
An HVAC and plumbing operator winning on something rivals can't copy with ad spend: route density and a dispatch model that makes every truck 20% more productive.
Specialty Food Brand
A regional food brand with cult retention and co-packer economics the big players would kill for. We're getting the house in order before the right buyer walks through it.
B2B Logistics Software
Vertical SaaS for a freight niche the big platforms ignore. Small market, total ownership of it — the kind of dominance generalists can't see and can't dislodge.
Own a business that belongs on this page?
We're always looking. If your company does something unique and creates real value for a customer you can name — we'd like to hear from you. We'll give you a straight answer either way.