At well balanced we believe its important to be able to operate in any environment. We work both remotely and hands on with our business partners.
We are investors in businesses that are focused on durability in domestic and international markets. We have a track record of partnering to build value.
We are a team of highly experienced executives and analysts who actively influence decision making, growth and performance.
We work to improve cashflow and enterprise value in line with the strategy.
Collaborative
We collaborate with our investee businesses with both investment capital and strategic involvement through their boards as well as embedded executive leadership.
The foundation for our investment relies on the potential for a true partnership and collaboration with owners and management and the associated alignment of interests in achieving strategic and business goals.
Focused
We focus on businesses managed by highly capable and collaborative teams, expanding in large domestic or international markets, earning meaningful revenue and delivering high value products and services to their customers.
Our investment capital primarily funds growth or turnaround. It may also be a bridge to the phase of ownership.
Well balanced
We are a well balanced investor. Our focus is on investing and partnering to create value for a broad range of stakeholders.
The businesses we invest in benefit and support a numerous stakeholders (e.g. employees, customers, suppliers, communities, etc.)
We work with investment partners who are sophisticated highly successful investors that demand high standards from us. We invest a substantial amount of our own capital alongside them.
Our teams find the balance between outcomes for our people and business outcomes.
Well Balanced 