Our Philosophy
Investment Approach
We focus on a small set of sectors we know deeply: learning investment, 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, believing that the team that built the business is the one that 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 effectively. We design capital structures that align with your strategy and fund technology-enabled services, product distribution, and disciplined M&A, all while ensuring a strong learning investment.
Teams choose us for our relevance and depth, drawing on decades of experience in learning and workforce development solutions, alongside over $200 billion in cumulative transaction experience. We offer valuable insights on markets and competition, coupled with the capacity to act: data, playbooks, talent networks, and integration support, without taking the wheel.
We align incentives and focus on tracking the few key metrics that matter: learner outcomes and customer value, alongside growth, margins, and cash. This approach fosters repeat partnerships, often with the same executives across various companies and geographies.
