Partner With Operators Who Deliver Operational Alpha
Our unique approach combines proprietary deal flow with proven operational expertise to create multiple paths to value creation in the lower middle market.
Our unique approach combines proprietary deal flow with proven operational expertise to create multiple paths to value creation in the lower middle market.
Traditional private equity relies heavily on financial engineering, multiple expansion, and market timing. Amalgam creates value differently – through tangible operational improvements and strategic growth initiatives that reduce risk and enhance returns regardless of market conditions.
Our reputation as operators-first investors and our SLKone consulting heritage gives us access to opportunities that never reach broad auction processes:
Founders and family business owners seek us out based on our operational credibility and approach to legacy preservation.
Our partners' decades of consulting and industry leadership have built relationships with accountants, attorneys, and other advisors who make private introductions.
Investment bankers and business brokers prioritize our opportunities, knowing we provide quick decisions, fair valuations, and reliable closings.
Over 70% of our deal opportunities come through proprietary channels or limited processes, reducing competition and allowing for more reasonable entry valuations.
Our operational background allows us to identify both risks and opportunities that financial buyers often miss:
We can quickly assess production workflows, service delivery models, and organizational structures because we've managed them ourselves.
Our team's experience across manufacturing, industrial services, healthcare, and technology enables a nuanced evaluation of competitive positioning.
We recognize the difference between transactional customers and true strategic partnerships, accurately valuing this critical asset.
Our operational due diligence has identified value creation opportunities representing an average of 250-400 basis points of EBITDA improvement not captured in conventional financial models.
We don't depend on market multiples expanding or excessive leverage to generate returns. Our playbook includes:
Our portfolio companies have achieved an average 30% EBITDA improvement through operational initiatives alone within 24 months of acquisition.
We don't spend months developing a value-creation plan after closing. We hit the ground running:
Portfolio companies typically achieve their first significant operational milestone within 60 days of acquisition, creating immediate momentum and value.
We structure our relationships to ensure perfect alignment with our capital partners:
Our model has resulted in 100% repeat investment from capital partners across multiple transactions.
Our partnership with Delos Capital to form MechanAir exemplifies our approach to delivering superior investor outcomes:
$25-300M
Enterprise Value
$25-250M
Revenue
$5-30M
EBITDA
$10-50M
Equity Investment per Platform
North America
Geography
Industrial Services
Manufacturing, Distribution, Healthcare, Tech-Enabled
4-7 Years
Typical Holding Period
Learn more about our current investment opportunities and co-investment structures designed for institutional partners.
Explore Co-Investment Opportunities