Sectors
Four sectors. One operating playbook.
We concentrate on healthcare, technology, business services, and manufacturing, where our operating experience gives us an edge in underwriting and in building value. Each sector is served by both of our strategies, private equity and private credit.
Sector 01
Healthcare
We invest in and finance provider groups, multi-site platforms, ambulatory surgery centers, and the services businesses that support them. Demand is structural, the market is fragmented, and operating improvement shows up directly in margins and patient access.
- Provider & specialty platforms
- Ambulatory surgery centers
- Revenue cycle & practice services
- Clinical services
Sector 02
Technology
We back AI-native and vertical software companies and the IT services firms that implement and run technology for their customers. We favor mission-critical products with recurring revenue and a clear path to becoming the system of record in their market.
- Artificial intelligence
- Vertical & enterprise software
- Healthcare technology
- IT & managed services
Sector 03
Business Services
We partner with services businesses that deliver mission-critical, recurring solutions, with strong customer retention and attractive unit economics. Professionalizing operations, expanding into new markets, and disciplined acquisitions are the levers we pull most often.
- Tech-enabled services
- Outsourced & administrative services
- Specialty & professional services
- Route-based & field services
Sector 04
Manufacturing
We invest in and lend to specialized manufacturers and industrial businesses with engineered products, sticky customer relationships, and room to improve. Operational excellence, automation, and disciplined capital allocation drive value creation.
- Specialty & precision manufacturing
- Engineered products
- Industrial services
- Supply chain & distribution
Capital for Every Stage