Redefine
Investing
We are building an investment approach that is purpose-driven, growth-focused, and partnership-oriented.
Our Investment Approach
We invest in middle-market companies, a segment critical to the overall economy and full of opportunities for outsized growth. Our focused approach allows us to drive strong financial outcomes that can create generational wealth opportunities for diverse communities and stakeholders.
We invest at the convergence of three factors:
Areas of Expertise
Our focus is on healthcare, consumer, and business services where we have prior operational and investing experience.
Untapped Potential
Companies where our capital, expertise, and relationships can unlock growth potential.
Value in Diversity
Businesses where diverse leadership, ownership, or end markets can improve performance.
The 5CP Advantage
Our deep industry knowledge, operator perspective, and strategic relationships uniquely position us to build long-term value beyond financial success.
Deep Industry Knowledge
Our team has combined experience in private equity, impact investing, and business operations in our core industries of focus.
Operator Perspective
We understand the opportunities and challenges of operating a middle-market business. We lead with empathy and provide advice based on experience.
Strategic Relationships
We activate our ecosystem of Fortune 500 executives, industry leaders, and corporate partners to bring outsized resources and opportunities to middle-market companies.
Purpose-driven
We are focused on building financial success by creating generational wealth opportunities for diverse stakeholders that contribute to closing the wealth gap.
Investment Criteria
We focus on high potential middle-market businesses where we can activate our unique insights and expertise, accelerate growth, and drive value creation.
Revenue
$10-100 million
EBITDA
$2-20 million
Equity Investments
$5-50 million
Transaction Type
Majority or Influential Minority
Our Commitment
We are committed to sustainable and responsible investing. We fully integrate environmental, social, and governance (ESG) criteria into our investment decision-making process.
We believe in a purpose-driven investment approach that yields strong financial outcomes and contributes to closing America’s wealth gap.
