Approach
We have a focused, thematic approach to investing
We partner with leading technology-enabled services companies and the people that run them. We believe technology creates unprecedented opportunities, and we help harness this innovation to create value.
Where we focus
We invest in sectors where we can leverage our strong investing and operating expertise and longstanding networks to seize opportunities for value creation throughout North America.
Insurance & Insurance Services
This is a highly fragmented space with myriad service providers competing for clients in an increasingly technology-enabled marketplace.
Financial Technology & Payments
Disruptive players have emerged in every segment of the financial services value chain and are reaching a level of maturity requiring access to additional capital for sustained growth.
Corporate & Business Services
Companies are increasingly consolidating their outsourced relationships with partners who provide the latest tech in human capital, IT, facility & security services, cybersecurity, compliance, regulatory relations, and risk management.
Traditional Financial Services
Effectively leveraging technology to better connect with and acquire customers, extract operating efficiencies, and derive actionable business insights will allow traditional financial service businesses to create long-term differentiation in their respective ecosystems.
Target sectors are characterized by:
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01Large, fast-growing end markets
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02Highly fragmented industries
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03Slow-to-innovate market leaders
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04Changes to technology & business models
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05Human capital as a differentiator
What we look for
We make equity investments in scalable, profitable companies characterized by:
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01Sustainable organic growth
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02Strong relationships and client focus
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03Talented management teams
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04Opportunities for innovation
How we create value
Strong partnerships with management teams—rooted in alignment and common goals—are core to all of our value creation initiatives.
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01Enhance strategic agenda
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02Accelerate investment
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03Elevate access to talent
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04Implement best practices