Target annual cash distributions
Typical path to liquidity options
Combined years of operator experience
Thesis
Why we invest this way
Real-economy businesses — bought carefully, owned patiently — before AI fully reshapes how the market values them.
Market
Businesses that serve real, physical needs should hold up better as AI reshuffles purely digital work.
Timing
That shift isn’t fully priced in yet. Strong companies can still be bought before valuations catch up.
Selection
We favor work that can’t be fully automated — and carefully weigh how exposed each business is to AI.
Standards
Steady earnings, sensible debt, honest leadership, and a cushion if things go wrong.
Ownership
We buy to care for the business, not strip it. What already works — people, standards, reputation — stays. We build from there.
Next step
Have a business that might fit?
Especially interested in elevator service platforms — and open to other durable, local operators. All conversations stay confidential.