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Investment Characteristics

We look for companies that meet all the criteria below and with our diverse operating history, we remain opportunistic to investing in businesses outside our seven key industries.

COMPANY

Profitable companies under $100 million in revenues
Significant, organic and/or acquisition growth potential
Leading market position with a defensible product or service that competes on more than price
Value-based employee culture with a customer and goal oriented focus

MARKET

Primarily Southeastern US but will consider anywhere in US
Industry neutral
Niche markets where the larger market participants are not as focused or cannot compete

OWNERSHIP / MANAGEMENT

Interested in the following investment-stage scenarios:
- GROWTH investing to enable profitable, growing companies to fund internal growth and/or acquisitions
- BUYOUTS where owners are looking to exit completely
- RECAPITALIZATION providing partial liquidation of the owner’s equity position
Interested in acquiring a majority or meaningful minority ownership stake, with board involvement
A strong management team with a successful track record,
and looking to retain a meaningful ownership stake
Situations where we are typically the first institutional investor

Investment Characteristics

COMPANY

MARKET

OWNERSHIP / MANAGEMENT

Recent News

AMERICAN SOCIETY OF TRAVEL AGENTS – HALL OF FAME – 1975

NATL. CONFERENCE OF CHRISTIANS AND JEWS – NATL. HUMAN RELATIONS AWARD – 1972

RELIGIOUS HERITAGE OF AMERICA – BUSINESSMAN OF THE YEAR – 1970

HORATIO ALGER ASSOCIATION – HORATIO ALGER AWARD – 1970

MASTER OF FREE ENTERPRISE ACHIEVEMENT AWARD -JUNIOR ACHIEVEMENT – 1968

Recent Awards