Strengthening Businesses

Driving Growth

Compounding Value

Preserving Legacies

About Us

We invest in, operate, and manage entrepreneurial businesses, partnering with founders and business owners seeking liquidity, succession plans, or a path to accelerated growth.

As experienced operators, we understand the challenges that owner-operators face, having lived through the demands of building and growing businesses ourselves.

We bring a hands-on approach to strengthening businesses through people, processes and technology to build on existing foundations. With a long-term focus and the power of compounding efforts, we ensure that the legacy thrives in a constantly changing world.

Read more about our Approach & Differentiation

Investment Criteria

We partner with founders, business owners and management in North America and Asia for opportunities with the following characteristics:

Market

  • Fragmented sector
  • Defensible niches
  • Low cyclicality

Financial

  • $1–5 million EBITDA
  • Recurring revenue
  • Stable cashflows

Leadership

  • 6 month owner access
  • Strong middle management
  • Low key-person dependency

Transaction Types

  • Succession / Retirement
  • Management Buyouts
  • Recapitalizations

Areas Of Focus

Businesses with large operational footprint & opportunity to unlock value through scale, efficiency and technology.

Proactively looking for:

  • Business Services
  • Tech-enabled Businesses
  • Manufacturing & Distribution

Open to:

  • Health Care Services
  • Education & Testing
  • Transportation & Logistics

Team

Sharad Goenka

Sharad is a seasoned business executive and investor with over two decades of global experience in sourcing deals, raising capital, M&A integration, growth, business transformation, and successful exits.

Most recently he was COO & CFO in a SME PE Portfolio at Globalfaces Direct where he delivered 4X EBITDA growth, M&A, and facilitated capital raise and liquidity. He has previously been a PE Investor at UK based mid-market firm 3i Plc and also Corporate Development Leader.

Sharad has a strong operational background starting as a field engineer at Schlumberger to being a business executive and Chief Strategy Officer at Cairn. He also launched Softbank backed unicorn OYO Hotels in Canada. Sharad has an MBA from Harvard Business School and Engineer from Indian Institute of Technology Bombay.

Detailed Bio

Jiten Agarwal

Jiten Agarwal is an accomplished business leader, entrepreneur, and private equity advisor with a multi-decade track record in digital transformation, business intelligence, software development, and enterprise data management. As the driving force behind multiple successful ventures, Jiten specializes in leveraging cutting-edge technologies to deliver innovative solutions that drive business growth and operational excellence.

Jiten currently serves as the CEO of QuantAi, a global data and AI company. Prior to this, he founded and led Expedien, a data analytics and digital transformation firm, demonstrating his ability to identify market opportunities and successfully scale businesses. Jiten serves on the board of a few technology firms. He has also served as a special advisor to the Idea for Action, an initiative by the Wharton School of Management and the World Bank to support innovative business ideas across the globe. He has been playing an instrumental role in strengthening US-India relations.

Jiten has an MBA from Northwestern University’s Kellogg School of Management, and a Masters degree in engineering and technology along with post grad research in strengthening small businesses driven economy from Indian Institute of Technology, New Delhi.

Detailed Bio