Principal Investment & Holdings
We acquire majority or significant minority stakes in established, profitable businesses and hold them as a long-term owner. Where a founder wants to step back, a corporate parent wants to divest, or an owner needs a patient partner, we provide permanent-minded capital — and then stay.
What's included
- Acquisition of controlling or minority stakes
- Succession and owner buy-out transactions
- Corporate carve-outs and spin-offs
- Holding-company governance and oversight
Why it helps
- Capital with no mandated exit date
- Stability for management and staff
- A real succession solution for founders
- Patience through market cycles
When to engage
- A founder is approaching retirement
- A business needs a long-term owner
- A corporate parent is divesting a unit
- An owner wants partial liquidity, not a sale