SECTION 01 // APPROACH
A balanced portfolio of operating companies
We acquire majority or controlling stakes in established, cash-generative operating businesses and hold them for the long term, with no fixed exit timeline. Our portfolio spans five divisions — technology, consumer products, healthcare and wellness, real assets, and business services — anchored by companies such as Meridian Cloud, Cedarline Brands, and Wasatch Wellness Group. By holding across complementary sectors rather than concentrating in a single market, we aim to smooth the effects of any one cycle and build a more resilient whole.
We operate on a simple principle: decentralized operations, centralized capital. Experienced management teams run their businesses day to day, while the holding company sets standards and allocates capital across the portfolio. Each operating company is supported with financial oversight and shared accounting and FP&A, governance and compliance standards, M&A and integration support, and shared services across HR, legal, IT, and procurement. We are long-term owners who measure progress in years and decades, not quarters.
Within each division we pursue add-on acquisitions to build category leaders, integrating new businesses onto a common operating and reporting foundation. The result is a multi-industry platform — diversified by sector, customer base, and revenue model — that compounds value through disciplined capital allocation and steady operational improvement.