Focused by Design

We have intentionally focused on industrial and life sciences technology companies where our 25+ years of investing in and experience with relevant business models, technologies, competitive dynamics and service requirements gives us confidence in our ability to support management teams in growing their companies and building value.

We intentionally partner with a limited number of companies as we believe that it takes incredible focus, energy and resources to capture the underlying value within these businesses.

We are fully committed to excellence and market leadership in each one of our companies.

Genuine Partnership

We strive to be as aligned as possible with our investors and the companies that we invest in. While many others may say they are aligned, we believe we take a truly unique approach to alignment. Here are some examples:

  • SFW professionals are collectively the largest investors in our fund
  • We believe a company’s business model, not our target investment returns, should dictate its capital structure. We typically employ lower levels of leverage than available in the market, and in some cases no leverage at all
  • We have constructed a group of limited partners who are long-term oriented investors such as highly regarded foundations, endowments, family offices and select fund-of-funds, who appreciate our specialization and disciplined, focused investment strategy
Informed and Prepared

Our team has decades of experience in the sector which enables us to offer unique perspectives to building market-leading businesses. When we meet a management team, our goal is to be the most informed and prepared potential investor that they have met.

Transformational Business Builders

We work with management teams to make meaningful investments in people, new products and services, infrastructure and acquisitions.

We understand and appreciate that these investments take time to manifest in results and may lead to a near term reduction in profitability in order to drive substantial long term value creation.

We are comfortable making these types of investments knowing that our ultimate goal is to build market leading businesses with outstanding talent, technology and operations at their core. We are patient, long term investors.