We know founders just starting their companies and others who have built up their businesses over decades. Most everyone thinks about selling. Maybe not today, but one day in the future they’ll be ready to turn their business over to another and start their next chapter.

Perhaps this makes us odd, but we do a great deal of thinking and brainstorming away from the computer. Really away from anything business related.

As stewards of our clients’ wealth, we act as river guides for private opportunities to help clients make sound investment decisions with their capital. In this environment, it's especially important to be discerning.

This is a crazy time, especially for business owners who are having to face tough realities and make hard decisions in an ever changing landscape.

Introducing, the Pilot’s Log.

We love investing in companies that offer clear paths for growth at cheap prices today with great management teams. It’s how our minds are wired, and we are always on the hunt for new, undiscovered opportunities. 

We have recently increased our focus on looking for smaller, undiscovered, and cheap companies to add to portfolios. The “small” part is the newest edition to our process, and we believe there is a ton of value to be found in companies that are below Wall Street’s investment radar, companies they can’t invest in.