Our Philosophy
Investment Approach
We focus on a small set of sectors we know deeply: learning, workforce development, and technology-enabled services. We pair that specialization with disciplined underwriting, operator-level value creation, and a genuinely collaborative posture with management teams.
We partner with experienced founders and executives to build resilient, high-performing companies. Together we scale what works, improving products, expanding channels, elevating talent, and tracking outcomes that matter to learners, customers, and shareholders.
Our bias is toward building, not financial engineering. We prioritize organic growth and disciplined add-on acquisitions over cost-cutting as the primary driver of value. The aim is to create durable businesses that deliver measurable impact and attractive returns.
Building Partnerships with Management Teams
We are your professional partner in business, and believe that the team that built the business runs it. Our role is to be the most useful partner in the room—focused, available, and practical. Together, we set the plan, establish an operating cadence, and recruit leaders and independent directors to scale. We design capital structures that fit the strategy and fund product, distribution, and disciplined M&A.
Teams choose us for relevance and depth: decades in learning and workforce solutions, and with over $200 billion in cumulative transaction experience. We bring a point of view on markets and competition, and the capacity to act: data, playbooks, talent networks, and integration support, without taking the wheel.
We align incentives and track the few numbers that matter: learner outcomes and customer value alongside growth, margins, and cash. That approach earns repeat partnerships - often with the same executives across multiple companies and geographies.
