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Our Approach

It’s all about our Partnership Approach. At the highest level, we believe in collaboration.

We are highly selective, identifying companies with a path to driving higher returns. Companies where our expertise will add value and who welcome our partnership.

We engage with management teams as value-added partners. Frequently working with other institutional investors, we align interests of all stakeholders.

We value our investors and treat them as our partners. We stress transparency and active communication; we seek input and involvement when appropriate; we invest meaningfully in our funds; and we view capital preservation as an imperative.

Our defining advantage is our experience

Since 1996, we have been investing in, advising, and operating financial service and technology companies. We support our portfolio companies to enhance performance, execution and strategy. We call this Partnership Investing.
Financial Services Investing Information Services Investing
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