We invest in small to medium, businesses that have a history of profit and can show a defensible future against competition and economic factors. Our investment philosophy is very much aligned with Berkshire Hathaway’s philosophy; we partner with existing businesses and require the founders or an existing team to continue running the business. Great businesses are run by great people. We not only celebrate this business ethos, we ensure this continues going forward as the business grows. 

We both facilitate the autonomy of the businesses we own and make ourselves available to advise on profit growth, corporate expansion, and M & A activity. We also utilize our vast network of high-level people and businesses to help and grow the business.

Business characteristics we seek 

• A strong and satisfied customer base.

• High margins and cash flow. 

• Management team or manager who wants to stay with the business. 

• Definable “moat” that can be a strong brand, a dominant position in a niche market, or a long history of revenue and profit. 

• A history of consistency and repeatable business process or products.