Investment Guidelines

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While we are not bound by any particular mandate or set of rules with respect to the investments we make, the following investment guidelines provide some guidance regarding our investment focus. In executing our investments, we often co-invest with established private equity and real estate funds, fundless sponsors and other family offices.

Private Equity

We focus on making equity investments in established, lower middle market companies to support growth and enhance value.  We seek to partner with founder, family and management-owned businesses that have a proven business model and a history of profitability.

Real Estate

Our real estate investments are typically located in the Greater Philadelphia area, but we are open to considering investment opportunities throughout the United States.  Our primary real estate focus is on commercial properties, with a preference for existing properties rather than ground-up development projects.

Debt Financing

Our debt financing activities generally focus on short-duration, hard-asset backed lending opportunities.